PJWM
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Philip James Wealth Mangement’s Procter & Gamble PG Stock Holding History

Philip James Wealth Mangement’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 		$428K Sell
2,921
-100
-3% -$14.6K 0.05% 112
2026
Q1 		$436K Sell
3,021
-2,471
-45% -$375K 0.05% 115
2025
Q4 		$787K Buy
5,492
+60
+1% +$8.85K 0.09% 96
2025
Q3 		$835K Sell
5,432
-244
-4% -$38.1K 0.1% 93
2025
Q2 		$904K Buy
5,676
+477
+9% +$77.9K 0.12% 89
2025
Q1 		$886K Sell
5,199
-7
-0.1% -$1.17K 0.11% 85
2024
Q4 		$873K Hold
5,206
– – 0.11% 83
2024
Q3 		$902K Buy
5,206
+2,700
+108% +$458K 0.11% 79
2024
Q2 		$413K Sell
2,506
-236
-9% -$38.6K 0.28% 36
2024
Q1 		$445K Buy
2,742
+16
+0.6% +$2.51K 0.32% 35
2023
Q4 		$399K Buy
+2,726
New +$404K 0.31% 39

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 $3.38T AUM 44.17% 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

Philip James Wealth Mangement's PG Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Procter & Gamble (PG) stake by 3.3% in Q2 2026, selling an estimated $14.6K and leaving 2,921 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #112.

Philip James Wealth Mangement first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $904K in Q2 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Philip James Wealth Mangement held 2,921 shares of Procter & Gamble worth $428K as of Q2 2026.
  • Philip James Wealth Mangement sold 100 Procter & Gamble shares in Q2 2026, an estimated $14.6K.
  • Procter & Gamble made up 0.05% of Philip James Wealth Mangement's portfolio in Q2 2026, its #112 holding.
  • Philip James Wealth Mangement first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Philip James Wealth Mangement's Procter & Gamble position peaked at $904K in Q2 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.