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MilWealth Group’s Procter & Gamble PG Stock Holding History

MilWealth Group’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 		$161K Hold
1,116
– – 0.04% 29
2025
Q4 		$160K Hold
1,116
– – 0.04% 29
2025
Q3 		$171K Hold
1,116
– – 0.04% 28
2025
Q2 		$178K Hold
1,116
– – 0.05% 28
2025
Q1 		$190K Hold
1,116
– – 0.05% 27
2024
Q4 		$187K Sell
1,116
-33
-3% -$5.62K 0.05% 30
2024
Q3 		$199K Sell
1,149
-50
-4% -$8.49K 0.06% 26
2024
Q2 		$198K Sell
1,199
-60
-5% -$9.81K 0.06% 25
2024
Q1 		$204K Hold
1,259
– – 0.07% 26
2023
Q4 		$184K Hold
1,259
– – 0.06% 26
2023
Q3 		$184K Hold
1,259
– – 0.07% 23
2023
Q2 		$191K Hold
1,259
– – 0.07% 23
2023
Q1 		$187K Hold
1,259
– – 0.07% 24
2022
Q4 		$191K Hold
1,259
– – 0.08% 23
2022
Q3 		$159K Hold
1,259
– – 0.07% 26
2022
Q2 		$181K Hold
1,259
– – 0.08% 28
2022
Q1 		$192K Sell
1,259
-36
-3% -$5.63K 0.07% 29
2021
Q4 		$212K Sell
1,295
-166
-11% -$24.6K 0.08% 26
2021
Q3 		$204K Sell
1,461
-6
-0.4% -$850 0.08% 24
2021
Q2 		$198K Hold
1,467
– – 0.09% 23
2021
Q1 		$199K Hold
1,467
– – 0.1% 20
2020
Q4 		$204K Sell
1,467
-127
-8% -$17.8K 0.1% 19
2020
Q3 		$222K Hold
1,594
– – 0.12% 17
2020
Q2 		$191K Hold
1,594
– – 0.11% 17
2020
Q1 		$175K Hold
1,594
– – 0.14% 18
2019
Q4 		$199K Sell
1,594
-182
-10% -$22.3K 0.16% 16
2019
Q3 		$221K Sell
1,776
-360
-17% -$42.5K 0.19% 15
2019
Q2 		$234K Sell
2,136
-139
-6% -$14.8K 0.2% 15
2019
Q1 		$237K Hold
2,275
– – 0.21% 14
2018
Q4 		$209K Buy
+2,275
New +$203K 0.2% 15

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

MilWealth Group's PG Position: Q1 2026 in Review

MilWealth Group held its Procter & Gamble (PG) position steady in Q1 2026 at 1,116 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #29.

MilWealth Group first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $237K in Q1 2019. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • MilWealth Group held 1,116 shares of Procter & Gamble worth $161K as of Q1 2026.
  • MilWealth Group left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.04% of MilWealth Group's portfolio in Q1 2026, its #29 holding.
  • MilWealth Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • MilWealth Group's Procter & Gamble position peaked at $237K in Q1 2019.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.