Financial Network Wealth Management’s Procter & Gamble PG Stock Holding History

Financial Network Wealth Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$464K	Hold	3,215	–	–	0.15%	71
2025 Q4	$460K	Hold	3,215	–	–	0.14%	70
2025 Q3	$467K	Buy	+3,215	New	+$502K	0.14%	70
2025 Q1	$541K	Hold	3,176	–	–	0.19%	65
2024 Q4	$532K	Hold	3,176	–	–	0.19%	66
2024 Q3	$550K	Hold	3,176	–	–	0.2%	64
2024 Q2	$523K	Buy	+3,176	New	+$519K	0.2%	64
2024 Q1	–	Sell	-3,176	Closed	-$465K	–	83
2023 Q4	$465K	Sell	3,176 -25	-0.8%	-$3.7K	0.2%	63
2023 Q3	$464K	Hold	3,201	–	–	0.23%	58
2023 Q2	$500K	Hold	3,201	–	–	0.23%	59
2023 Q1	$476K	Sell	3,201 -25	-0.8%	-$3.57K	0.24%	61
2022 Q4	$489K	Hold	3,226	–	–	0.26%	59
2022 Q3	$407K	Hold	3,226	–	–	0.25%	54
2022 Q2	$464K	Sell	3,226 -50	-2%	-$7.51K	0.28%	45
2022 Q1	$501K	Hold	3,276	–	–	0.26%	50
2021 Q4	$536K	Hold	3,276	–	–	0.27%	45
2021 Q3	$458K	Hold	3,276	–	–	0.26%	51
2021 Q2	$442K	Sell	3,276 -19	-0.6%	-$2.57K	0.26%	50
2021 Q1	$446K	Hold	3,295	–	–	0.29%	43
2020 Q4	$458K	Buy	+3,295	New	+$461K	0.36%	40

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Network Wealth Management's PG Position: Q1 2026 in Review

Financial Network Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 3,215 shares worth $464K. The position accounts for 0.15% of the portfolio, ranked #71.

Financial Network Wealth Management first reported a position in PG in Q4 2020 and has held it in 20 quarters since. The position peaked at $550K in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Financial Network Wealth Management held 3,215 shares of Procter & Gamble worth $464K as of Q1 2026.
Financial Network Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.15% of Financial Network Wealth Management's portfolio in Q1 2026, its #71 holding.
Financial Network Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's Procter & Gamble position peaked at $550K in Q3 2024.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.