Jackson Thornton Wealth Management’s Procter & Gamble PG Stock Holding History

Jackson Thornton 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	$899K	Buy	6,194 +3,690	+147%	+$559K	0.08%	65
2025 Q4	$350K	Sell	2,504 -3,548	-59%	-$523K	0.03%	164
2025 Q3	$912K	Buy	6,052 +4,571	+309%	+$714K	0.09%	53
2025 Q2	$234K	Sell	1,481 -2,243	-60%	-$366K	0.03%	117
2025 Q1	$635K	Buy	3,724 +1,889	+103%	+$316K	0.08%	44
2024 Q4	$308K	Buy	1,835 +628	+52%	+$107K	0.04%	63
2024 Q3	$209K	Buy	+1,207	New	+$205K	0.03%	62
2024 Q1	–	Sell	-1,738	Closed	-$255K	–	54
2023 Q4	$255K	Sell	1,738 -36	-2%	-$5.33K	0.05%	47
2023 Q3	$259K	Buy	1,774 +85	+5%	+$13K	0.05%	36
2023 Q2	$256K	Buy	1,689 +293	+21%	+$44.2K	0.05%	36
2023 Q1	$208K	Sell	1,396 -302	-18%	-$43.2K	0.05%	31
2022 Q4	$257K	Buy	+1,698	New	+$238K	0.06%	30

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Thornton Wealth Management's PG Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Procter & Gamble (PG) stake by 147% in Q1 2026, buying an estimated $559K and bringing the position to 6,194 shares worth $899K. The position accounts for 0.08% of the portfolio, ranked #65.

Jackson Thornton Wealth Management first reported a position in PG in Q4 2022 and has held it in 12 quarters since. The position peaked at $912K in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Jackson Thornton Wealth Management held 6,194 shares of Procter & Gamble worth $899K as of Q1 2026.
Jackson Thornton Wealth Management bought 3,690 Procter & Gamble shares in Q1 2026, an estimated $559K.
Procter & Gamble made up 0.08% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #65 holding.
Jackson Thornton Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 12 quarters since.
Jackson Thornton Wealth Management's Procter & Gamble position peaked at $912K in Q3 2025.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.