RWM
PG icon

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

RMG 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 		$31.7K Hold
221
– – ﹤0.01% 192
2025
Q4 		$33K Hold
221
– – ﹤0.01% 176
2025
Q3 		$33.8K Sell
221
-19
-8% -$2.97K ﹤0.01% 162
2025
Q2 		$37.2K Buy
+240
New +$39.2K 0.01% 152

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

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

RMG Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 221 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

RMG Wealth Management first reported a position in PG in Q2 2025 and has held it in 4 quarters since. The position peaked at $37.2K in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • RMG Wealth Management held 221 shares of Procter & Gamble worth $31.7K as of Q1 2026.
  • RMG Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #192 holding.
  • RMG Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Procter & Gamble position peaked at $37.2K in Q2 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.