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

Silverlake 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 		$5.52M Hold
38,248
– – 1.15% 12
2025
Q4 		$5.48M Sell
38,248
-435
-1% -$64.1K 1.22% 10
2025
Q3 		$5.94M Sell
38,683
-158
-0.4% -$24.7K 1.44% 7
2025
Q2 		$6.19M Buy
38,841
+1,937
+5% +$316K 1.8% 4
2025
Q1 		$6.29M Buy
36,904
+378
+1% +$63.3K 2.38% 3
2024
Q4 		$6.12M Sell
36,526
-765
-2% -$130K 2.35% 3
2024
Q3 		$6.46M Sell
37,291
-338
-0.9% -$57.4K 2.45% 3
2024
Q2 		$6.21M Buy
37,629
+334
+0.9% +$54.6K 2.54% 3
2024
Q1 		$6.05M Buy
37,295
+228
+0.6% +$35.8K 3.08% 3
2023
Q4 		$5.43M Buy
37,067
+20
+0.1% +$2.96K 2.99% 3
2023
Q3 		$5.4M Buy
37,047
+30
+0.1% +$4.58K 3.03% 3
2023
Q2 		$5.62M Sell
37,017
-215
-0.6% -$32.4K 3.12% 3
2023
Q1 		$5.54M Buy
37,232
+14
+0% +$2K 3.36% 4
2022
Q4 		$5.64M Buy
37,218
+190
+0.5% +$26.6K 3.52% 4
2022
Q3 		$4.67M Buy
37,028
+119
+0.3% +$16.9K 3.17% 4
2022
Q2 		$5.31M Buy
36,909
+983
+3% +$148K 3.46% 3
2022
Q1 		$5.49M Buy
35,926
+381
+1% +$59.6K 3.14% 3
2021
Q4 		$5.81M Buy
+35,545
New +$5.28M 3.13% 3

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

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

Silverlake Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 38,248 shares worth $5.52M. The position accounts for 1.15% of the portfolio, ranked #12.

Silverlake Wealth Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.46M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Silverlake Wealth Management held 38,248 shares of Procter & Gamble worth $5.52M as of Q1 2026.
  • Silverlake Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 1.15% of Silverlake Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Silverlake Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's Procter & Gamble position peaked at $6.46M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.