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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Philip James Wealth Mangement's PG Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Procter & Gamble (PG) stake by 45% in Q1 2026, selling an estimated $375K and leaving 3,021 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #115.

Philip James Wealth Mangement first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $904K in Q2 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Philip James Wealth Mangement held 3,021 shares of Procter & Gamble worth $436K as of Q1 2026.
Philip James Wealth Mangement sold 2,471 Procter & Gamble shares in Q1 2026, an estimated $375K.
Procter & Gamble made up 0.05% of Philip James Wealth Mangement's portfolio in Q1 2026, its #115 holding.
Philip James Wealth Mangement first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Procter & Gamble position peaked at $904K in Q2 2025.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.