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FSB Premier Wealth Management’s Procter & Gamble PG Stock Holding History

FSB Premier 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 		$272K Sell
1,881
-297
-14% -$45K 0.09% 216
2025
Q4 		$312K Buy
2,178
+253
+13% +$37.3K 0.1% 183
2025
Q3 		$296K Buy
1,925
+5
+0.3% +$781 0.1% 181
2025
Q2 		$306K Sell
1,920
-20
-1% -$3.26K 0.11% 171
2025
Q1 		$331K Sell
1,940
-217
-10% -$36.3K 0.13% 159
2024
Q4 		$362K Sell
2,157
-909
-30% -$155K 0.15% 147
2024
Q3 		$531K Sell
3,066
-124
-4% -$21.1K 0.22% 114
2024
Q2 		$526K Sell
3,190
-202
-6% -$33K 0.24% 101
2024
Q1 		$550K Sell
3,392
-280
-8% -$43.9K 0.26% 87
2023
Q4 		$538K Sell
3,672
-56
-2% -$8.29K 0.27% 82
2023
Q3 		$544K Buy
3,728
+70
+2% +$10.7K 0.3% 74
2023
Q2 		$555K Buy
3,658
+191
+6% +$28.8K 0.3% 73
2023
Q1 		$516K Buy
3,467
+679
+24% +$97.1K 0.29% 78
2022
Q4 		$423K Buy
2,788
+230
+9% +$32.2K 0.23% 90
2022
Q3 		$322K Buy
2,558
+53
+2% +$7.53K 0.19% 103
2022
Q2 		$360K Buy
2,505
+155
+7% +$23.3K 0.2% 96
2022
Q1 		$384K Buy
2,350
+83
+4% +$13K 0.19% 96
2021
Q4 		$370K Sell
2,267
-192
-8% -$28.5K 0.15% 98
2021
Q3 		$343K Sell
2,459
-396
-14% -$56.1K 0.17% 83
2021
Q2 		$385K Buy
2,855
+467
+20% +$63.2K 0.2% 78
2021
Q1 		$323K Buy
2,388
+3
+0.1% +$391 0.17% 81
2020
Q4 		$331K Buy
+2,385
New +$333K 0.18% 80

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FSB Premier Wealth Management's PG Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Procter & Gamble (PG) stake by 14% in Q1 2026, selling an estimated $45K and leaving 1,881 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #216.

FSB Premier Wealth Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $555K in Q2 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • FSB Premier Wealth Management held 1,881 shares of Procter & Gamble worth $272K as of Q1 2026.
  • FSB Premier Wealth Management sold 297 Procter & Gamble shares in Q1 2026, an estimated $45K.
  • Procter & Gamble made up 0.09% of FSB Premier Wealth Management's portfolio in Q1 2026, its #216 holding.
  • FSB Premier Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Procter & Gamble position peaked at $555K in Q2 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.