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 Q2	$214K	Buy	1,456 +77	+6%	+$11.2K	0.04%	125
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JPL Wealth Management increased its Procter & Gamble (PG) stake by 5.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,456 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #125.

JPL Wealth Management first reported a position in PG in Q1 2024 and has held it in 6 quarters since. The position peaked at $228K in Q2 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

JPL Wealth Management held 1,456 shares of Procter & Gamble worth $214K as of Q2 2026.
JPL Wealth Management bought 77 Procter & Gamble shares in Q2 2026, an estimated $11.2K.
Procter & Gamble made up 0.04% of JPL Wealth Management's portfolio in Q2 2026, its #125 holding.
JPL Wealth Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 6 quarters since.
JPL Wealth Management's Procter & Gamble position peaked at $228K in Q2 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.