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Meridian Wealth Advisors’s Procter & Gamble PG Stock Holding History

Meridian Wealth Advisors’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 		$779K Buy
5,394
+321
+6% +$48.7K 0.1% 107
2025
Q4 		$727K Buy
5,073
+61
+1% +$8.99K 0.1% 107
2025
Q3 		$770K Buy
5,012
+481
+11% +$75.1K 0.11% 103
2025
Q2 		$722K Sell
4,531
-617
-12% -$101K 0.11% 95
2025
Q1 		$877K Sell
5,148
-24,169
-82% -$4.05M 0.15% 83
2024
Q4 		$4.91M Buy
29,317
+3,729
+15% +$635K 0.81% 35
2024
Q3 		$4.43M Buy
25,588
+12,906
+102% +$2.19M 0.74% 38
2024
Q2 		$2.09M Buy
12,682
+3,008
+31% +$492K 0.37% 55
2024
Q1 		$1.57M Sell
9,674
-121
-1% -$19K 0.29% 63
2023
Q4 		$1.44M Sell
9,795
-207
-2% -$30.7K 0.31% 62
2023
Q3 		$1.46M Sell
10,002
-1,033
-9% -$158K 0.36% 57
2023
Q2 		$1.67M Sell
11,035
-1,268
-10% -$191K 0.41% 55
2023
Q1 		$1.83M Buy
12,303
+474
+4% +$67.8K 0.46% 52
2022
Q4 		$1.79M Sell
11,829
-233
-2% -$32.7K 0.46% 53
2022
Q3 		$1.52M Buy
12,062
+100
+0.8% +$14.2K 0.43% 55
2022
Q2 		$1.72M Buy
11,962
+2,131
+22% +$320K 0.46% 51
2022
Q1 		$1.5M Buy
9,831
+2,878
+41% +$450K 0.35% 64
2021
Q4 		$1.14M Sell
6,953
-225
-3% -$33.4K 0.28% 79
2021
Q3 		$1M Buy
7,178
+225
+3% +$31.9K 0.28% 78
2021
Q2 		$938K Buy
6,953
+1,294
+23% +$175K 0.27% 81
2021
Q1 		$766K Sell
5,659
-129
-2% -$16.8K 0.25% 79
2020
Q4 		$805K Sell
5,788
-255
-4% -$35.6K 0.29% 75
2020
Q3 		$840K Sell
6,043
-211
-3% -$28K 0.36% 60
2020
Q2 		$748K Buy
6,254
+431
+7% +$50.3K 0.35% 64
2020
Q1 		$641K Buy
5,823
+180
+3% +$21.6K 0.35% 61
2019
Q4 		$705K Sell
5,643
-230
-4% -$28.1K 0.28% 70
2019
Q3 		$730K Buy
5,873
+2,363
+67% +$279K 0.31% 67
2019
Q2 		$411K Hold
3,510
– – 0.29% 77
2019
Q1 		$365K Buy
3,510
+215
+7% +$20.9K 0.27% 83
2018
Q4 		$303K Buy
+3,295
New +$295K 0.23% 88

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

Meridian Wealth Advisors's PG Position: Q1 2026 in Review

Meridian Wealth Advisors increased its Procter & Gamble (PG) stake by 6.3% in Q1 2026, buying an estimated $48.7K and bringing the position to 5,394 shares worth $779K. The position accounts for 0.1% of the portfolio, ranked #107.

Meridian Wealth Advisors first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.91M in Q4 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Meridian Wealth Advisors held 5,394 shares of Procter & Gamble worth $779K as of Q1 2026.
  • Meridian Wealth Advisors bought 321 Procter & Gamble shares in Q1 2026, an estimated $48.7K.
  • Procter & Gamble made up 0.1% of Meridian Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • Meridian Wealth Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Procter & Gamble position peaked at $4.91M in Q4 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.