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

Johnson 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 		$1.6M Sell
10,904
-57
-0.5% -$8.3K 0.68% 20
2026
Q1 		$1.58M Buy
10,961
+143
+1% +$21.7K 0.76% 20
2025
Q4 		$1.55M Sell
10,818
-63
-0.6% -$9.29K 0.77% 20
2025
Q3 		$1.67M Buy
+10,881
New +$1.7M 0.92% 20

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

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

Johnson Wealth Management reduced its Procter & Gamble (PG) stake by 0.52% in Q2 2026, selling an estimated $8.3K and leaving 10,904 shares worth $1.6M. The position accounts for 0.68% of the portfolio, ranked #20.

Johnson Wealth Management first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.67M in Q3 2025. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Johnson Wealth Management held 10,904 shares of Procter & Gamble worth $1.6M as of Q2 2026.
  • Johnson Wealth Management sold 57 Procter & Gamble shares in Q2 2026, an estimated $8.3K.
  • Procter & Gamble made up 0.68% of Johnson Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Johnson Wealth Management first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • Johnson Wealth Management's Procter & Gamble position peaked at $1.67M in Q3 2025.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Johnson Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.