Mowery & Schoenfeld Wealth Management’s Procter & Gamble PG Stock Holding History

Mowery & Schoenfeld 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	$31.2K	Sell	216 -176	-45%	-$26.7K	0.05%	152
2025 Q4	$56.2K	Buy	392 +215	+121%	+$31.7K	0.08%	131
2025 Q3	$27.2K	Sell	177 -55	-24%	-$8.59K	0.05%	153
2025 Q2	$37K	Hold	232	–	–	0.06%	137
2025 Q1	$39.6K	Sell	232 -387	-63%	-$64.8K	0.08%	149
2024 Q4	$104K	Buy	619 +442	+250%	+$75.3K	0.2%	68
2024 Q3	$30.7K	Hold	177	–	–	0.05%	128
2024 Q2	$29.2K	Buy	+177	New	+$28.9K	0.04%	126
2024 Q1	–	Sell	-13	Closed	-$1.91K	–	180
2023 Q4	$1.91K	Buy	+13	New	+$1.93K	﹤0.01%	143

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Procter & Gamble (PG) stake by 45% in Q1 2026, selling an estimated $26.7K and leaving 216 shares worth $31.2K. The position accounts for 0.05% of the portfolio, ranked #152.

Mowery & Schoenfeld Wealth Management first reported a position in PG in Q4 2023 and has held it in 9 quarters since. The position peaked at $104K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 216 shares of Procter & Gamble worth $31.2K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 176 Procter & Gamble shares in Q1 2026, an estimated $26.7K.
Procter & Gamble made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #152 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Procter & Gamble position peaked at $104K in Q4 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.