Papamarkou Wellner Asset Management’s Procter & Gamble PG Stock Holding History

Papamarkou Wellner Asset 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	$1.95M	Sell	11,678 -1,850	-14%	-$269K	1.23%	28
2026 Q1	$1.95M	Buy	13,528 +365	+3%	+$55.3K	1.19%	29
2025 Q4	$1.89M	Buy	13,163 +554	+4%	+$81.7K	1.13%	27
2025 Q3	$1.94M	Hold	12,609	–	–	1.2%	26
2025 Q2	$2.01M	Buy	12,609 +124	+1%	+$20.2K	1.33%	26
2025 Q1	$2.13M	Sell	12,485 -102	-0.8%	-$17.1K	1.48%	20
2024 Q4	$2.11M	Buy	+12,587	New	+$2.14M	1.45%	22

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Papamarkou Wellner Asset Management's PG Position: Q2 2026 in Review

Papamarkou Wellner Asset Management reduced its Procter & Gamble (PG) stake by 14% in Q2 2026, selling an estimated $269K and leaving 11,678 shares worth $1.95M. The position accounts for 1.23% of the portfolio, ranked #28.

Papamarkou Wellner Asset Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.13M in Q1 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Papamarkou Wellner Asset Management held 11,678 shares of Procter & Gamble worth $1.95M as of Q2 2026.
Papamarkou Wellner Asset Management sold 1,850 Procter & Gamble shares in Q2 2026, an estimated $269K.
Procter & Gamble made up 1.23% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #28 holding.
Papamarkou Wellner Asset Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Papamarkou Wellner Asset Management's Procter & Gamble position peaked at $2.13M in Q1 2025.
4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.