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SMART Wealth’s Procter & Gamble PG Stock Holding History

SMART Wealth’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 		$212K Buy
1,468
+2
+0.1% +$303 0.06% 202
2025
Q4 		$210K Buy
1,466
+14
+1% +$2.06K 0.06% 182
2025
Q3 		$223K Buy
1,452
+20
+1% +$3.12K 0.08% 131
2025
Q2 		$228K Sell
1,432
-199
-12% -$32.5K 0.07% 160
2025
Q1 		$278K Sell
1,631
-510
-24% -$85.4K 0.1% 131
2024
Q4 		$359K Sell
2,141
-410
-16% -$69.8K 0.13% 114
2024
Q3 		$442K Sell
2,551
-483
-16% -$82K 0.17% 95
2024
Q2 		$500K Buy
3,034
+397
+15% +$64.9K 0.2% 78
2024
Q1 		$428K Buy
2,637
+530
+25% +$83.1K 0.19% 74
2023
Q4 		$309K Buy
2,107
+267
+15% +$39.5K 0.17% 61
2023
Q3 		$268K Buy
1,840
+64
+4% +$9.78K 0.2% 58
2023
Q2 		$269K Buy
1,776
+184
+12% +$27.7K 0.2% 63
2023
Q1 		$237K Buy
1,592
+57
+4% +$8.15K 0.21% 66
2022
Q4 		$233K Buy
+1,535
New +$215K 0.18% 76

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

SMART Wealth's PG Position: Q1 2026 in Review

SMART Wealth increased its Procter & Gamble (PG) stake by 0.14% in Q1 2026, buying an estimated $303 and bringing the position to 1,468 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #202.

SMART Wealth first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $500K in Q2 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • SMART Wealth held 1,468 shares of Procter & Gamble worth $212K as of Q1 2026.
  • SMART Wealth bought 2 Procter & Gamble shares in Q1 2026, an estimated $303.
  • Procter & Gamble made up 0.06% of SMART Wealth's portfolio in Q1 2026, its #202 holding.
  • SMART Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • SMART Wealth's Procter & Gamble position peaked at $500K in Q2 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.