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

Palumbo 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
Q2 		$1.39M Buy
9,503
+29
+0.3% +$4.22K 0.29% 59
2026
Q1 		$1.37M Sell
9,474
-887
-9% -$134K 0.33% 55
2025
Q4 		$1.48M Sell
10,361
-320
-3% -$47.2K 0.37% 53
2025
Q3 		$1.49M Buy
10,681
+644
+6% +$101K 0.48% 43
2025
Q2 		$1.6M Sell
10,037
-755
-7% -$123K 0.5% 47
2025
Q1 		$1.84M Buy
10,792
+861
+9% +$144K 0.61% 45
2024
Q4 		$1.66M Sell
9,931
-396
-4% -$67.4K 0.62% 42
2024
Q3 		$1.79M Buy
10,327
+1,444
+16% +$245K 0.7% 43
2024
Q2 		$1.47M Sell
8,883
-17
-0.2% -$2.78K 0.62% 46
2024
Q1 		$1.44M Sell
8,900
-107
-1% -$16.8K 0.65% 46
2023
Q4 		$1.32M Sell
9,007
-108
-1% -$16K 0.67% 39
2023
Q3 		$1.33M Sell
9,115
-633
-6% -$96.7K 0.73% 31
2023
Q2 		$1.48M Sell
9,748
-273
-3% -$41.1K 0.9% 20
2023
Q1 		$1.49M Sell
10,021
-411
-4% -$58.8K 0.99% 18
2022
Q4 		$1.58M Buy
10,432
+347
+3% +$48.6K 1.26% 15
2022
Q3 		$1.27M Buy
10,085
+3
+0% +$426 1.08% 18
2022
Q2 		$1.45M Buy
10,082
+147
+1% +$22.1K 1.15% 15
2022
Q1 		$1.52M Sell
9,935
-243
-2% -$38K 0.98% 22
2021
Q4 		$1.67M Buy
10,178
+176
+2% +$26.1K 1.04% 16
2021
Q3 		$1.4M Sell
10,002
-4,618
-32% -$655K 0.92% 17
2021
Q2 		$1.97M Sell
14,620
-214
-1% -$29K 1.32% 14
2021
Q1 		$2.01M Buy
14,834
+110
+0.7% +$14.4K 1.51% 13
2020
Q4 		$2.05M Buy
+14,724
New +$2.06M 1.65% 11

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Palumbo Wealth Management's PG Position: Q2 2026 in Review

Palumbo Wealth Management increased its Procter & Gamble (PG) stake by 0.31% in Q2 2026, buying an estimated $4.22K and bringing the position to 9,503 shares worth $1.39M. The position accounts for 0.29% of the portfolio, ranked #59.

Palumbo Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.05M in Q4 2020. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Palumbo Wealth Management held 9,503 shares of Procter & Gamble worth $1.39M as of Q2 2026.
  • Palumbo Wealth Management bought 29 Procter & Gamble shares in Q2 2026, an estimated $4.22K.
  • Procter & Gamble made up 0.29% of Palumbo Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Palumbo Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Procter & Gamble position peaked at $2.05M in Q4 2020.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.