PWM
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Parkway Wealth Management’s Procter & Gamble PG Stock Holding History

Parkway 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 		$291K Sell
1,982
-7
-0.4% -$1.02K 0.03% 120
2026
Q1 		$292K Sell
1,989
-135
-6% -$20.5K 0.04% 117
2025
Q4 		$304K Buy
+2,124
New +$313K 0.04% 115

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Vanguard Capital Management
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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

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

Parkway Wealth Management reduced its Procter & Gamble (PG) stake by 0.35% in Q2 2026, selling an estimated $1.02K and leaving 1,982 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #120.

Parkway Wealth Management first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Parkway Wealth Management held 1,982 shares of Procter & Gamble worth $291K as of Q2 2026.
  • Parkway Wealth Management sold 7 Procter & Gamble shares in Q2 2026, an estimated $1.02K.
  • Procter & Gamble made up 0.03% of Parkway Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Parkway Wealth Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Parkway Wealth Management's Procter & Gamble position peaked at $304K in Q4 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.