MBE Wealth Management’s Procter & Gamble PG Stock Holding History

MBE 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 Q3	$210K	Buy	1,449 +1	+0.1%	+$147	0.07%	161
2026 Q2	$212K	Buy	1,448 +32	+2%	+$4.66K	0.07%	155
2026 Q1	$204K	Buy	+1,416	New	+$215K	0.08%	137
2022 Q3	–	Sell	-1,493	Closed	-$215K	–	62
2022 Q2	$215K	Buy	1,493 +11	+0.7%	+$1.65K	0.15%	60
2022 Q1	$226K	Buy	1,482 +79	+6%	+$12.4K	0.13%	65
2021 Q4	$230K	Sell	1,403 -200	-12%	-$29.7K	0.12%	53
2021 Q3	$224K	Hold	1,603	–	–	0.11%	56
2021 Q2	$216K	Sell	1,603 -20	-1%	-$2.71K	0.11%	51
2021 Q1	$220K	Buy	1,623 +50	+3%	+$6.52K	0.12%	51
2020 Q4	$218K	Buy	+1,573	New	+$220K	0.15%	51
2020 Q2	–	Sell	-993	Closed	-$109K	–	382
2020 Q1	$109K	Buy	+993	New	+$119K	0.1%	68

Other funds holding PG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MBE Wealth Management's PG Position: Q3 2026 in Review

MBE Wealth Management increased its Procter & Gamble (PG) stake by 0.07% in Q3 2026, buying an estimated $147 and bringing the position to 1,449 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #161.

MBE Wealth Management first reported a position in PG in Q1 2020 and has held it in 11 quarters since. The position peaked at $230K in Q4 2021. 3,207 funds tracked by Wall St. Rank hold PG as of Q3 2026.

MBE Wealth Management held 1,449 shares of Procter & Gamble worth $210K as of Q3 2026.
MBE Wealth Management bought 1 Procter & Gamble share in Q3 2026, an estimated $147.
Procter & Gamble made up 0.07% of MBE Wealth Management's portfolio in Q3 2026, its #161 holding.
MBE Wealth Management first reported a position in Procter & Gamble in Q1 2020 and has held it in 11 quarters since.
MBE Wealth Management's Procter & Gamble position peaked at $230K in Q4 2021.
3,207 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.