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Keystone Wealth Services’s Procter & Gamble PG Stock Holding History

Keystone Wealth Services’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 		$269K Buy
1,866
+21
+1% +$3.18K 0.06% 257
2025
Q4 		$264K Sell
1,845
-50
-3% -$7.37K 0.06% 209
2025
Q3 		$291K Sell
1,895
-334
-15% -$52.2K 0.06% 246
2025
Q2 		$355K Sell
2,229
-194
-8% -$31.7K 0.09% 209
2025
Q1 		$413K Sell
2,423
-109
-4% -$18.3K 0.11% 171
2024
Q4 		$425K Buy
2,532
+38
+2% +$6.47K 0.11% 162
2024
Q3 		$432K Buy
2,494
+252
+11% +$42.8K 0.12% 159
2024
Q2 		$370K Sell
2,242
-7
-0.3% -$1.14K 0.12% 157
2024
Q1 		$365K Sell
2,249
-66
-3% -$10.4K 0.12% 153
2023
Q4 		$339K Sell
2,315
-288
-11% -$42.7K 0.12% 157
2023
Q3 		$380K Buy
2,603
+5
+0.2% +$764 0.14% 139
2023
Q2 		$394K Buy
2,598
+36
+1% +$5.43K 0.15% 135
2023
Q1 		$381K Buy
2,562
+67
+3% +$9.58K 0.16% 129
2022
Q4 		$378K Buy
2,495
+7
+0.3% +$981 0.16% 123
2022
Q3 		$314K Buy
2,488
+26
+1% +$3.69K 0.15% 115
2022
Q2 		$354K Buy
2,462
+6
+0.2% +$902 0.16% 108
2022
Q1 		$375K Buy
2,456
+5
+0.2% +$782 0.15% 110
2021
Q4 		$401K Buy
+2,451
New +$364K 0.16% 107

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

Keystone Wealth Services's PG Position: Q1 2026 in Review

Keystone Wealth Services increased its Procter & Gamble (PG) stake by 1.1% in Q1 2026, buying an estimated $3.18K and bringing the position to 1,866 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #257.

Keystone Wealth Services first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $432K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Keystone Wealth Services held 1,866 shares of Procter & Gamble worth $269K as of Q1 2026.
  • Keystone Wealth Services bought 21 Procter & Gamble shares in Q1 2026, an estimated $3.18K.
  • Procter & Gamble made up 0.06% of Keystone Wealth Services's portfolio in Q1 2026, its #257 holding.
  • Keystone Wealth Services first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Procter & Gamble position peaked at $432K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.