JTWM
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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
Q2 		$761K Sell
5,189
-1,005
-16% -$146K 0.06% 98
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
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 $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jackson Thornton Wealth Management's PG Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $146K and leaving 5,189 shares worth $761K. The position accounts for 0.06% of the portfolio, ranked #98.

Jackson Thornton Wealth Management first reported a position in PG in Q4 2022 and has held it in 13 quarters since. The position peaked at $912K in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Jackson Thornton Wealth Management held 5,189 shares of Procter & Gamble worth $761K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 1,005 Procter & Gamble shares in Q2 2026, an estimated $146K.
  • Procter & Gamble made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Jackson Thornton Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
  • Jackson Thornton Wealth Management's Procter & Gamble position peaked at $912K in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.