MWM
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Massachusetts Wealth Management’s Procter & Gamble PG Stock Holding History

Massachusetts 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 		$1.58M Buy
10,960
+210
+2% +$31.8K 0.69% 57
2025
Q4 		$1.54M Buy
10,750
+103
+1% +$15.2K 0.72% 54
2025
Q3 		$1.64M Sell
10,647
-135
-1% -$21.1K 0.81% 54
2025
Q2 		$1.72M Buy
10,782
+175
+2% +$28.6K 0.97% 45
2025
Q1 		$1.81M Sell
10,607
-284
-3% -$47.6K 1.24% 39
2024
Q4 		$1.83M Hold
10,891
– – 1.13% 43
2024
Q3 		$1.89M Buy
10,891
+25
+0.2% +$4.24K 1.19% 41
2024
Q2 		$1.79M Sell
10,866
-125
-1% -$20.4K 1.2% 36
2024
Q1 		$1.78M Buy
10,991
+100
+0.9% +$15.7K 1.26% 34
2023
Q4 		$1.6M Buy
10,891
+92
+0.9% +$13.6K 1.29% 32
2023
Q3 		$1.58M Sell
10,799
-225
-2% -$34.4K 1.45% 24
2023
Q2 		$1.67M Buy
11,024
+25
+0.2% +$3.77K 1.6% 17
2023
Q1 		$1.64M Sell
10,999
-300
-3% -$42.9K 1.69% 21
2022
Q4 		$1.61M Buy
+11,299
New +$1.58M 1.55% 23

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

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

Massachusetts Wealth Management increased its Procter & Gamble (PG) stake by 2% in Q1 2026, buying an estimated $31.8K and bringing the position to 10,960 shares worth $1.58M. The position accounts for 0.69% of the portfolio, ranked #57.

Massachusetts Wealth Management first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.89M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Massachusetts Wealth Management held 10,960 shares of Procter & Gamble worth $1.58M as of Q1 2026.
  • Massachusetts Wealth Management bought 210 Procter & Gamble shares in Q1 2026, an estimated $31.8K.
  • Procter & Gamble made up 0.69% of Massachusetts Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Massachusetts Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Wealth Management's Procter & Gamble position peaked at $1.89M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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