FMB Wealth Management’s Procter & Gamble PG Stock Holding History

FMB 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	–	Sell	-1,419	Closed	-$203K	–	88
2025 Q4	$203K	Sell	1,419 -8	-0.6%	-$1.18K	0.08%	89
2025 Q3	$219K	Sell	1,427 -2	-0.1%	-$312	0.09%	80
2025 Q2	$228K	Buy	1,429 +8	+0.6%	+$1.31K	0.11%	70
2025 Q1	$242K	Buy	1,421 +102	+8%	+$17.1K	0.13%	63
2024 Q4	$221K	Hold	1,319	–	–	0.12%	63
2024 Q3	$228K	Hold	1,319	–	–	0.13%	66
2024 Q2	$218K	Sell	1,319 -52	-4%	-$8.5K	0.17%	64
2024 Q1	$222K	Hold	1,371	–	–	0.18%	62
2023 Q4	$201K	Sell	1,371 -1	-0.1%	-$148	0.18%	61
2023 Q3	$200K	Buy	1,372 +20	+1%	+$3.06K	0.21%	51
2023 Q2	$205K	Buy	1,352 +4	+0.3%	+$603	0.22%	52
2023 Q1	$200K	Sell	1,348 -1,030	-43%	-$147K	0.24%	51
2022 Q4	$360K	Buy	+2,378	New	+$333K	0.46%	30

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FMB Wealth Management's PG Position: Q1 2026 in Review

FMB Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,419 shares — an estimated $203K sold.

FMB Wealth Management first reported a position in PG in Q4 2022 and held it in 13 quarters. The position peaked at $360K in Q4 2022. 4,007 funds tracked by Wall St. Rank hold PG as of Q1 2026.

FMB Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 1,419 Procter & Gamble shares in Q1 2026, an estimated $203K.
FMB Wealth Management first reported a position in Procter & Gamble in Q4 2022 and held it in 13 quarters.
FMB Wealth Management's Procter & Gamble position peaked at $360K in Q4 2022.
4,007 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.