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Inman Jager Wealth Management’s Procter & Gamble PG Stock Holding History

Inman Jager 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 		$1.74M Buy
12,051
+921
+8% +$140K 1.02% 34
2025
Q4 		$1.6M Buy
11,130
+1,070
+11% +$158K 0.98% 34
2025
Q3 		$1.55M Sell
10,060
-1
-0% -$156 0.99% 31
2025
Q2 		$1.6M Buy
10,061
+378
+4% +$61.7K 1.08% 30
2025
Q1 		$1.65M Buy
9,683
+1
+0% +$167 1.24% 23
2024
Q4 		$1.62M Buy
+9,682
New +$1.65M 1.27% 20

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

Inman Jager Wealth Management's PG Position: Q1 2026 in Review

Inman Jager Wealth Management increased its Procter & Gamble (PG) stake by 8.3% in Q1 2026, buying an estimated $140K and bringing the position to 12,051 shares worth $1.74M. The position accounts for 1.02% of the portfolio, ranked #34.

Inman Jager Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Inman Jager Wealth Management held 12,051 shares of Procter & Gamble worth $1.74M as of Q1 2026.
  • Inman Jager Wealth Management bought 921 Procter & Gamble shares in Q1 2026, an estimated $140K.
  • Procter & Gamble made up 1.02% of Inman Jager Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Inman Jager Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.