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
Q2 		$2.4M Sell
16,365
-554
-3% -$80.6K 0.71% 39
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 $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

Jeppson Wealth Management's PG Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Procter & Gamble (PG) stake by 3.3% in Q2 2026, selling an estimated $80.6K and leaving 16,365 shares worth $2.4M. The position accounts for 0.71% of the portfolio, ranked #39.

Jeppson Wealth Management first reported a position in PG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Jeppson Wealth Management held 16,365 shares of Procter & Gamble worth $2.4M as of Q2 2026.
  • Jeppson Wealth Management sold 554 Procter & Gamble shares in Q2 2026, an estimated $80.6K.
  • Procter & Gamble made up 0.71% of Jeppson Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Jeppson Wealth Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Procter & Gamble position peaked at $2.54M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.