HWM
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Howard Wealth Management’s Procter & Gamble PG Stock Holding History

Howard 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 		$255K Buy
1,762
+6
+0.3% +$910 0.11% 128
2025
Q4 		$252K Sell
1,756
-178
-9% -$26.2K 0.11% 116
2025
Q3 		$297K Buy
1,934
+5
+0.3% +$781 0.14% 104
2025
Q2 		$307K Buy
1,929
+20
+1% +$3.26K 0.16% 94
2025
Q1 		$325K Sell
1,909
-11
-0.6% -$1.84K 0.18% 88
2024
Q4 		$322K Sell
1,920
-5
-0.3% -$852 0.17% 87
2024
Q3 		$333K Buy
1,925
+5
+0.3% +$849 0.19% 90
2024
Q2 		$317K Hold
1,920
– – 0.25% 73
2024
Q1 		$312K Buy
1,920
+47
+3% +$7.37K 0.25% 75
2023
Q4 		$274K Buy
1,873
+475
+34% +$70.4K 0.23% 83
2023
Q3 		$204K Sell
1,398
-14
-1% -$2.14K 0.19% 91
2023
Q2 		$214K Hold
1,412
– – 0.19% 96
2023
Q1 		$210K Hold
1,412
– – 0.18% 103
2022
Q4 		$214K Buy
+1,412
New +$198K 0.18% 105
2022
Q2 		– Sell
-1,419
Closed -$216K – 108
2022
Q1 		$216K Hold
1,419
– – 0.12% 124
2021
Q4 		$232K Sell
1,419
-26
-2% -$3.86K 0.12% 119
2021
Q3 		$202K Sell
1,445
-66
-4% -$9.36K 0.11% 124
2021
Q2 		$203K Sell
1,511
-17
-1% -$2.3K 0.11% 125
2021
Q1 		$206K Hold
1,528
– – 0.12% 122
2020
Q4 		$212K Sell
1,528
-1,449
-49% -$203K 0.13% 117
2020
Q3 		$413K Sell
2,977
-428
-13% -$56.8K 0.29% 77
2020
Q2 		$407K Buy
3,405
+277
+9% +$32.3K 0.33% 69
2020
Q1 		$344K Sell
3,128
-250
-7% -$30K 0.36% 70
2019
Q4 		$421K Buy
+3,378
New +$413K 0.35% 70

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

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

Howard Wealth Management increased its Procter & Gamble (PG) stake by 0.34% in Q1 2026, buying an estimated $910 and bringing the position to 1,762 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #128.

Howard Wealth Management first reported a position in PG in Q4 2019 and has held it in 24 quarters since. The position peaked at $421K in Q4 2019. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Howard Wealth Management held 1,762 shares of Procter & Gamble worth $255K as of Q1 2026.
  • Howard Wealth Management bought 6 Procter & Gamble shares in Q1 2026, an estimated $910.
  • Procter & Gamble made up 0.11% of Howard Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Howard Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 24 quarters since.
  • Howard Wealth Management's Procter & Gamble position peaked at $421K in Q4 2019.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Howard Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.