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

Jeppson 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 		$2.44M Buy
16,919
+2,833
+20% +$429K 0.77% 31
2025
Q4 		$2.02M Sell
14,086
-373
-3% -$55K 0.64% 40
2025
Q3 		$2.22M Sell
14,459
-166
-1% -$25.9K 0.71% 33
2025
Q2 		$2.33M Buy
14,625
+155
+1% +$25.3K 0.81% 28
2025
Q1 		$2.47M Sell
14,470
-87
-0.6% -$14.6K 0.9% 23
2024
Q4 		$2.44M Sell
14,557
-96
-0.7% -$16.4K 0.89% 22
2024
Q3 		$2.54M Sell
14,653
-275
-2% -$46.7K 0.91% 20
2024
Q2 		$2.46M Buy
14,928
+145
+1% +$23.7K 0.94% 22
2024
Q1 		$2.4M Sell
14,783
-150
-1% -$23.5K 0.93% 23
2023
Q4 		$2.19M Buy
14,933
+35
+0.2% +$5.18K 0.91% 23
2023
Q3 		$2.17M Sell
14,898
-234
-2% -$35.7K 1% 21
2023
Q2 		$2.3M Sell
15,132
-613
-4% -$92.4K 1% 20
2023
Q1 		$2.34M Sell
15,745
-467
-3% -$66.8K 1.02% 22
2022
Q4 		$2.46M Sell
16,212
-130
-0.8% -$18.2K 1.03% 20
2022
Q3 		$2.06M Sell
16,342
-320
-2% -$45.5K 0.94% 21
2022
Q2 		$2.4M Buy
16,662
+9,390
+129% +$1.41M 1.03% 19
2022
Q1 		$1.11M Sell
7,272
-44
-0.6% -$6.88K 0.52% 51
2021
Q4 		$1.2M Sell
7,316
-202
-3% -$30K 0.58% 42
2021
Q3 		$1.05M Hold
7,518
– – 0.55% 50
2021
Q2 		$1.01M Buy
7,518
+200
+3% +$27.1K 0.55% 49
2021
Q1 		$991K Sell
7,318
-66
-0.9% -$8.61K 0.59% 46
2020
Q4 		$1.03M Sell
7,384
-85
-1% -$11.9K 0.68% 37
2020
Q3 		$1.04M Buy
+7,469
New +$992K 0.81% 27

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

Jeppson Wealth Management's PG Position: Q1 2026 in Review

Jeppson Wealth Management increased its Procter & Gamble (PG) stake by 20% in Q1 2026, buying an estimated $429K and bringing the position to 16,919 shares worth $2.44M. The position accounts for 0.77% of the portfolio, ranked #31.

Jeppson Wealth Management first reported a position in PG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.54M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Jeppson Wealth Management held 16,919 shares of Procter & Gamble worth $2.44M as of Q1 2026.
  • Jeppson Wealth Management bought 2,833 Procter & Gamble shares in Q1 2026, an estimated $429K.
  • Procter & Gamble made up 0.77% of Jeppson Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Jeppson Wealth Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Procter & Gamble position peaked at $2.54M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.