GWM
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Gibbs Wealth Management’s Procter & Gamble PG Stock Holding History

Gibbs 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 		$823K Buy
5,697
+2,814
+98% +$427K 0.11% 187
2025
Q4 		$409K Sell
2,883
-759
-21% -$112K 0.1% 226
2025
Q3 		$560K Sell
3,642
-1,411
-28% -$220K 0.13% 193
2025
Q2 		$805K Buy
5,053
+1,290
+34% +$211K 0.16% 160
2025
Q1 		$641K Buy
3,763
+708
+23% +$119K 0.15% 153
2024
Q4 		$512K Buy
3,055
+315
+11% +$53.6K 0.14% 157
2024
Q3 		$475K Sell
2,740
-819
-23% -$139K 0.15% 155
2024
Q2 		$587K Buy
3,559
+360
+11% +$58.9K 0.24% 99
2024
Q1 		$519K Buy
+3,199
New +$502K 0.3% 86

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gibbs Wealth Management increased its Procter & Gamble (PG) stake by 98% in Q1 2026, buying an estimated $427K and bringing the position to 5,697 shares worth $823K. The position accounts for 0.11% of the portfolio, ranked #187.

Gibbs Wealth Management first reported a position in PG in Q1 2024 and has held it in 9 quarters since. 4,026 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Gibbs Wealth Management held 5,697 shares of Procter & Gamble worth $823K as of Q1 2026.
  • Gibbs Wealth Management bought 2,814 Procter & Gamble shares in Q1 2026, an estimated $427K.
  • Procter & Gamble made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #187 holding.
  • Gibbs Wealth Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • 4,026 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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