JWM
PG icon

Jessup Wealth Management’s Procter & Gamble PG Stock Holding History

Jessup 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 		$4.66M Buy
31,799
+1,404
+5% +$204K 1.39% 22
2026
Q1 		$4.39M Sell
30,395
-310
-1% -$47K 1.6% 21
2025
Q4 		$4.4M Sell
30,705
-212
-0.7% -$31.3K 1.45% 21
2025
Q3 		$4.75M Sell
30,917
-621
-2% -$97K 1.77% 18
2025
Q2 		$5.02M Sell
31,538
-973
-3% -$159K 2.02% 14
2025
Q1 		$5.54M Sell
32,511
-7,049
-18% -$1.18M 2.33% 17
2024
Q4 		$6.63M Sell
39,560
-18,725
-32% -$3.19M 2.83% 14
2024
Q3 		$10.1M Buy
58,285
+28,840
+98% +$4.9M 4.63% 7
2024
Q2 		$4.86M Sell
29,445
-2,223
-7% -$363K 2.07% 21
2024
Q1 		$5.14M Buy
31,668
+10
+0% +$1.57K 2.2% 19
2023
Q4 		$4.64M Sell
31,658
-284
-0.9% -$42.1K 2.32% 19
2023
Q3 		$4.66M Sell
31,942
-894
-3% -$137K 2.68% 18
2023
Q2 		$4.98M Sell
32,836
-2,064
-6% -$311K 2.67% 16
2023
Q1 		$5.19M Buy
34,900
+1,281
+4% +$183K 3.07% 8
2022
Q4 		$5.1M Buy
+33,619
New +$4.71M 3.23% 8

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

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

Jessup Wealth Management increased its Procter & Gamble (PG) stake by 4.6% in Q2 2026, buying an estimated $204K and bringing the position to 31,799 shares worth $4.66M. The position accounts for 1.39% of the portfolio, ranked #22.

Jessup Wealth Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.1M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Jessup Wealth Management held 31,799 shares of Procter & Gamble worth $4.66M as of Q2 2026.
  • Jessup Wealth Management bought 1,404 Procter & Gamble shares in Q2 2026, an estimated $204K.
  • Procter & Gamble made up 1.39% of Jessup Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Jessup Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Jessup Wealth Management's Procter & Gamble position peaked at $10.1M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.