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Gilliland Jeter Wealth Management’s Procter & Gamble PG Stock Holding History

Gilliland Jeter 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
Q2 		$1.14M Sell
7,751
-197
-2% -$28.7K 0.3% 71
2026
Q1 		$1.15M Sell
7,948
-58
-0.7% -$8.79K 0.34% 66
2025
Q4 		$1.15M Sell
8,006
-107
-1% -$15.8K 0.35% 60
2025
Q3 		$1.25M Sell
8,113
-113
-1% -$17.6K 0.38% 56
2025
Q2 		$1.31M Buy
8,226
+55
+0.7% +$8.98K 0.43% 52
2025
Q1 		$1.39M Sell
8,171
-74
-0.9% -$12.4K 0.49% 51
2024
Q4 		$1.38M Buy
8,245
+136
+2% +$23.2K 0.47% 50
2024
Q3 		$1.4M Sell
8,109
-42
-0.5% -$7.13K 0.45% 52
2024
Q2 		$1.34M Sell
8,151
-151
-2% -$24.7K 0.45% 54
2024
Q1 		$1.35M Buy
8,302
+185
+2% +$29K 0.47% 54
2023
Q4 		$1.19M Buy
+8,117
New +$1.2M 0.49% 57

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Gilliland Jeter Wealth Management's PG Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Procter & Gamble (PG) stake by 2.5% in Q2 2026, selling an estimated $28.7K and leaving 7,751 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #71.

Gilliland Jeter Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2024. 2,615 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Gilliland Jeter Wealth Management held 7,751 shares of Procter & Gamble worth $1.14M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 197 Procter & Gamble shares in Q2 2026, an estimated $28.7K.
  • Procter & Gamble made up 0.3% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Gilliland Jeter Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Procter & Gamble position peaked at $1.4M in Q3 2024.
  • 2,615 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.