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

Pines 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
Q1 		$2.57M Buy
17,812
+693
+4% +$105K 0.83% 26
2025
Q4 		$2.45M Sell
17,119
-184
-1% -$27.1K 0.79% 26
2025
Q3 		$2.66M Buy
17,303
+297
+2% +$46.4K 0.9% 23
2025
Q2 		$2.74M Buy
17,006
+202
+1% +$33K 0.97% 21
2025
Q1 		$2.66M Buy
16,804
+1,080
+7% +$181K 1.23% 18
2024
Q4 		$2.49M Buy
+15,724
New +$2.68M 1.08% 22

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pines Wealth Management's PG Position: Q1 2026 in Review

Pines Wealth Management increased its Procter & Gamble (PG) stake by 4% in Q1 2026, buying an estimated $105K and bringing the position to 17,812 shares worth $2.57M. The position accounts for 0.83% of the portfolio, ranked #26.

Pines Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.74M in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Pines Wealth Management held 17,812 shares of Procter & Gamble worth $2.57M as of Q1 2026.
  • Pines Wealth Management bought 693 Procter & Gamble shares in Q1 2026, an estimated $105K.
  • Procter & Gamble made up 0.83% of Pines Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Pines Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Procter & Gamble position peaked at $2.74M in Q2 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.