Jamison Private Wealth Management’s Procter & Gamble PG Stock Holding History

Jamison Private 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	$7.57M	Buy	51,635 +498	+1%	+$72.5K	0.76%	41
2026 Q1	$7.39M	Buy	51,137 +4	+0%	+$606	0.9%	38
2025 Q4	$7.33M	Buy	51,133 +808	+2%	+$119K	0.89%	37
2025 Q3	$7.73M	Buy	50,325 +2,025	+4%	+$316K	0.98%	34
2025 Q2	$7.7M	Sell	48,300 -1,785	-4%	-$291K	1.1%	30
2025 Q1	$8.54M	Buy	50,085 +690	+1%	+$116K	1.3%	27
2024 Q4	$8.28M	Buy	49,395 +1,960	+4%	+$334K	1.22%	29
2024 Q3	$8.22M	Buy	47,435 +1,403	+3%	+$238K	1.25%	24
2024 Q2	$7.59M	Sell	46,032 -436	-0.9%	-$71.3K	1.26%	25
2024 Q1	$7.54M	Buy	46,468 +69	+0.1%	+$10.8K	1.27%	25
2023 Q4	$6.8M	Sell	46,399 -744	-2%	-$110K	1.27%	25
2023 Q3	$6.88M	Buy	+47,143	New	+$7.2M	1.42%	23

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jamison Private Wealth Management's PG Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Procter & Gamble (PG) stake by 0.97% in Q2 2026, buying an estimated $72.5K and bringing the position to 51,635 shares worth $7.57M. The position accounts for 0.76% of the portfolio, ranked #41.

Jamison Private Wealth Management first reported a position in PG in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.54M in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Jamison Private Wealth Management held 51,635 shares of Procter & Gamble worth $7.57M as of Q2 2026.
Jamison Private Wealth Management bought 498 Procter & Gamble shares in Q2 2026, an estimated $72.5K.
Procter & Gamble made up 0.76% of Jamison Private Wealth Management's portfolio in Q2 2026, its #41 holding.
Jamison Private Wealth Management first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Procter & Gamble position peaked at $8.54M in Q1 2025.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.