JWM
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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
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 $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

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

Jessup Wealth Management reduced its Procter & Gamble (PG) stake by 1% in Q1 2026, selling an estimated $47K and leaving 30,395 shares worth $4.39M. The position accounts for 1.6% of the portfolio, ranked #21.

Jessup Wealth Management first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Jessup Wealth Management held 30,395 shares of Procter & Gamble worth $4.39M as of Q1 2026.
  • Jessup Wealth Management sold 310 Procter & Gamble shares in Q1 2026, an estimated $47K.
  • Procter & Gamble made up 1.6% of Jessup Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Jessup Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's Procter & Gamble position peaked at $10.1M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.