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

JPL 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 		$199K Buy
+1,379
New +$209K 0.05% 121
2025
Q4 		– Sell
-1,364
Closed -$210K – 838
2025
Q3 		$210K Buy
+1,364
New +$213K 0.05% 120
2025
Q1 		– Sell
-1,240
Closed -$208K – 117
2024
Q4 		$208K Buy
+1,240
New +$211K 0.06% 120
2024
Q2 		$228K Buy
1,384
+60
+5% +$9.81K 0.11% 98
2024
Q1 		$215K Buy
+1,324
New +$208K 0.12% 108

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

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

JPL Wealth Management opened a new position in Procter & Gamble (PG) in Q1 2026: 1,379 shares worth $199K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PG as recently as Q3 2025.

JPL Wealth Management first reported a position in PG in Q1 2024 and has held it in 5 quarters since. The position peaked at $228K in Q2 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • JPL Wealth Management held 1,379 shares of Procter & Gamble worth $199K as of Q1 2026.
  • Procter & Gamble was a new JPL Wealth Management position in Q1 2026.
  • Procter & Gamble made up 0.05% of JPL Wealth Management's portfolio in Q1 2026, its #121 holding.
  • JPL Wealth Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 5 quarters since.
  • JPL Wealth Management's Procter & Gamble position peaked at $228K in Q2 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.