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

Meridian 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 		$8.29M Buy
57,416
+101
+0.2% +$15.3K 0.29% 70
2025
Q4 		$8.21M Buy
57,315
+2,073
+4% +$306K 0.29% 66
2025
Q3 		$8.49M Sell
55,242
-706
-1% -$110K 0.33% 64
2025
Q2 		$8.91M Sell
55,948
-4,807
-8% -$785K 0.38% 54
2025
Q1 		$10.4M Buy
60,755
+1,959
+3% +$328K 0.5% 44
2024
Q4 		$9.86M Buy
58,796
+644
+1% +$110K 0.47% 48
2024
Q3 		$10.1M Buy
+58,152
New +$9.87M 0.5% 42
2024
Q1 		– Sell
-55,449
Closed -$8.13M – 408
2023
Q4 		$8.13M Sell
55,449
-51,075
-48% -$7.56M 0.52% 40
2023
Q3 		$15.5M Buy
106,524
+54,899
+106% +$8.39M 0.95% 15
2023
Q2 		$7.83M Buy
51,625
+1,290
+3% +$194K 0.66% 24
2023
Q1 		$7.48M Sell
50,335
-5,761
-10% -$824K 0.65% 25
2022
Q4 		$8.5M Buy
56,096
+5,815
+12% +$815K 0.83% 16
2022
Q3 		$6.35M Sell
50,281
-338
-0.7% -$48K 0.68% 23
2022
Q2 		$7.28M Buy
50,619
+4,905
+11% +$737K 0.6% 33
2022
Q1 		$6.99M Buy
45,714
+414
+0.9% +$64.8K 0.76% 24
2021
Q4 		$7.41M Buy
45,300
+2,614
+6% +$388K 0.79% 24
2021
Q3 		$5.97M Buy
42,686
+1,105
+3% +$157K 0.74% 27
2021
Q2 		$5.61M Buy
41,581
+5,647
+16% +$764K 0.72% 26
2021
Q1 		$4.87M Sell
35,934
-4,050
-10% -$528K 0.71% 25
2020
Q4 		$5.56M Buy
39,984
+10,797
+37% +$1.51M 0.88% 22
2020
Q3 		$4.06M Buy
29,187
+16,935
+138% +$2.25M 0.99% 20
2020
Q2 		$1.46M Sell
12,252
-4,773
-28% -$557K 0.49% 42
2020
Q1 		$1.87M Buy
17,025
+7,916
+87% +$950K 0.83% 25
2019
Q4 		$1.14M Buy
9,109
+1,366
+18% +$167K 0.55% 35
2019
Q3 		$963K Buy
7,743
+362
+5% +$42.8K 0.45% 39
2019
Q2 		$8.09K Sell
7,381
-467
-6% -$49.8K 0.33% 47
2019
Q1 		$817K Sell
7,848
-1,502
-16% -$146K 0.37% 54
2018
Q4 		$859K Sell
9,350
-418
-4% -$37.4K 0.51% 45
2018
Q3 		$813K Sell
9,768
-203
-2% -$16.6K 0.35% 50
2018
Q2 		$778K Buy
9,971
+454
+5% +$34.2K 0.37% 49
2018
Q1 		$754K Sell
9,517
-6,858
-42% -$572K 0.38% 52
2017
Q4 		$1.49M Sell
16,375
-84
-0.5% -$7.55K 0.92% 23
2017
Q3 		$1.5M Sell
16,459
-207
-1% -$18.8K 0.95% 23
2017
Q2 		$1.45M Sell
16,666
-445
-3% -$39.2K 0.92% 20
2017
Q1 		$1.54M Buy
17,111
+1,507
+10% +$134K 0.92% 25
2016
Q4 		$1.32M Buy
+15,604
New +$1.33M 1.05% 21

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 Management's PG Position: Q1 2026 in Review

Meridian Wealth Management increased its Procter & Gamble (PG) stake by 0.18% in Q1 2026, buying an estimated $15.3K and bringing the position to 57,416 shares worth $8.29M. The position accounts for 0.29% of the portfolio, ranked #70.

Meridian Wealth Management first reported a position in PG in Q4 2016 and has held it in 36 quarters since. The position peaked at $15.5M in Q3 2023. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Meridian Wealth Management held 57,416 shares of Procter & Gamble worth $8.29M as of Q1 2026.
  • Meridian Wealth Management bought 101 Procter & Gamble shares in Q1 2026, an estimated $15.3K.
  • Procter & Gamble made up 0.29% of Meridian Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Meridian Wealth Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Procter & Gamble position peaked at $15.5M in Q3 2023.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.