Talisman Wealth Advisors’s Procter & Gamble PG Stock Holding History

Talisman Wealth Advisors’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	$264K	Sell	1,830 -472	-21%	-$71.6K	0.21%	81
2025 Q4	$330K	Sell	2,302 -88	-4%	-$13K	0.26%	74
2025 Q3	$367K	Sell	2,390 -14	-0.6%	-$2.19K	0.3%	72
2025 Q2	$383K	Hold	2,404	–	–	0.35%	69
2025 Q1	$410K	Sell	2,404 -168	-7%	-$28.1K	0.42%	59
2024 Q4	$431K	Sell	2,572 -58	-2%	-$9.88K	0.46%	54
2024 Q3	$456K	Sell	2,630 -29	-1%	-$4.92K	0.48%	54
2024 Q2	$438K	Buy	2,659 +95	+4%	+$15.5K	0.51%	52
2024 Q1	$416K	Sell	2,564 -18	-0.7%	-$2.82K	0.52%	52
2023 Q4	$378K	Buy	2,582 +101	+4%	+$15K	0.56%	51
2023 Q3	$362K	Sell	2,481 -7	-0.3%	-$1.07K	0.63%	50
2023 Q2	$378K	Buy	2,488 +160	+7%	+$24.1K	0.64%	50
2023 Q1	$346K	Buy	2,328 +264	+13%	+$37.7K	0.63%	53
2022 Q4	$313K	Buy	+2,064	New	+$289K	0.67%	50

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

Talisman Wealth Advisors's PG Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Procter & Gamble (PG) stake by 21% in Q1 2026, selling an estimated $71.6K and leaving 1,830 shares worth $264K. The position accounts for 0.21% of the portfolio, ranked #81.

Talisman Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $456K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Talisman Wealth Advisors held 1,830 shares of Procter & Gamble worth $264K as of Q1 2026.
Talisman Wealth Advisors sold 472 Procter & Gamble shares in Q1 2026, an estimated $71.6K.
Procter & Gamble made up 0.21% of Talisman Wealth Advisors's portfolio in Q1 2026, its #81 holding.
Talisman Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's Procter & Gamble position peaked at $456K in Q3 2024.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.