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

Jackson 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 		– Sell
-11,649
Closed -$1.68M – 109
2026
Q1 		$1.68M Sell
11,649
-72
-0.6% -$10.9K 0.17% 75
2025
Q4 		$1.68M Buy
11,721
+162
+1% +$23.9K 0.16% 76
2025
Q3 		$1.78M Sell
11,559
-3,064
-21% -$479K 0.18% 74
2025
Q2 		$2.33M Buy
14,623
+4,796
+49% +$783K 0.25% 68
2025
Q1 		$1.68M Buy
+9,827
New +$1.65M 0.2% 77

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 Wealth Management's PG Position: Q2 2026 in Review

Jackson Wealth Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 11,649 shares — an estimated $1.68M sold.

Jackson Wealth Management first reported a position in PG in Q1 2025 and held it in 5 quarters. The position peaked at $2.33M in Q2 2025. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Jackson Wealth Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 11,649 Procter & Gamble shares in Q2 2026, an estimated $1.68M.
  • Jackson Wealth Management first reported a position in Procter & Gamble in Q1 2025 and held it in 5 quarters.
  • Jackson Wealth Management's Procter & Gamble position peaked at $2.33M in Q2 2025.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.