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

PBMares 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
2025
Q3 		$934K Buy
6,079
+143
+2% +$22.3K 0.15% 78
2025
Q2 		$946K Sell
5,936
-196
-3% -$32K 0.17% 73
2025
Q1 		$1.05M Sell
6,132
-312
-5% -$52.3K 0.21% 62
2024
Q4 		$1.08M Buy
6,444
+92
+1% +$15.7K 0.22% 65
2024
Q3 		$1.1M Buy
6,352
+288
+5% +$48.9K 0.23% 62
2024
Q2 		$1,000K Sell
6,064
-241
-4% -$39.4K 0.25% 66
2024
Q1 		$1.02M Sell
6,305
-499
-7% -$78.3K 0.27% 61
2023
Q4 		$997K Sell
6,804
-1,127
-14% -$167K 0.3% 58
2023
Q3 		$1.16M Sell
7,931
-228
-3% -$34.8K 0.42% 46
2023
Q2 		$1.24M Hold
8,159
– – 0.44% 43
2023
Q1 		$1.21M Hold
8,159
– – 0.45% 40
2022
Q4 		$1.24M Sell
8,159
-47
-0.6% -$6.59K 0.5% 34
2022
Q3 		$1.04M Buy
8,206
+589
+8% +$83.7K 0.45% 45
2022
Q2 		$1.09M Buy
7,617
+9
+0.1% +$1.35K 0.47% 42
2022
Q1 		$1.16M Buy
7,608
+140
+2% +$21.9K 0.72% 34
2021
Q4 		$1.22M Buy
7,468
+510
+7% +$75.7K 0.52% 36
2021
Q3 		$973K Hold
6,958
– – 0.46% 46
2021
Q2 		$939K Buy
6,958
+1,112
+19% +$150K 0.51% 48
2021
Q1 		$792K Sell
5,846
-135
-2% -$17.6K 0.65% 54
2020
Q4 		$832K Buy
5,981
+820
+16% +$115K 0.96% 37
2020
Q3 		$717K Hold
5,161
– – 1.05% 34
2020
Q2 		$617K Sell
5,161
-150
-3% -$17.5K 0.93% 38
2020
Q1 		$584K Buy
5,311
+494
+10% +$59.3K 0.92% 34
2019
Q4 		$602K Buy
+4,817
New +$589K 0.72% 42

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PBMares Wealth Management's PG Position: Q3 2025 in Review

PBMares Wealth Management increased its Procter & Gamble (PG) stake by 2.4% in Q3 2025, buying an estimated $22.3K and bringing the position to 6,079 shares worth $934K. The position accounts for 0.15% of the portfolio, ranked #78.

PBMares Wealth Management first reported a position in PG in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.24M in Q2 2023. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • PBMares Wealth Management held 6,079 shares of Procter & Gamble worth $934K as of Q3 2025.
  • PBMares Wealth Management bought 143 Procter & Gamble shares in Q3 2025, an estimated $22.3K.
  • Procter & Gamble made up 0.15% of PBMares Wealth Management's portfolio in Q3 2025, its #78 holding.
  • PBMares Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Procter & Gamble position peaked at $1.24M in Q2 2023.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.