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Tower View Wealth Management’s Procter & Gamble PG Stock Holding History

Tower View 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 		$310K Sell
2,147
-1,943
-48% -$295K 0.16% 58
2025
Q4 		$586K Sell
4,090
-1,994
-33% -$294K 0.29% 47
2025
Q3 		$935K Sell
6,084
-224
-4% -$35K 0.48% 37
2025
Q2 		$1M Sell
6,308
-245
-4% -$40K 0.52% 39
2025
Q1 		$1.12M Sell
6,553
-186
-3% -$31.2K 0.65% 41
2024
Q4 		$1.13M Sell
6,739
-709
-10% -$121K 0.6% 45
2024
Q3 		$1.29M Sell
7,448
-931
-11% -$158K 0.71% 43
2024
Q2 		$1.38M Sell
8,379
-271
-3% -$44.3K 0.79% 42
2024
Q1 		$1.4M Buy
8,650
+457
+6% +$71.7K 0.82% 42
2023
Q4 		$1.2M Buy
8,193
+39
+0.5% +$5.78K 0.74% 41
2023
Q3 		$1.19M Buy
8,154
+352
+5% +$53.8K 0.84% 41
2023
Q2 		$1.18M Sell
7,802
-450
-5% -$67.8K 0.8% 41
2023
Q1 		$1.23M Sell
8,252
-268
-3% -$38.3K 0.82% 43
2022
Q4 		$1.29M Sell
8,520
-68
-0.8% -$9.53K 0.9% 44
2022
Q3 		$1.08M Buy
8,588
+37
+0.4% +$5.26K 0.82% 45
2022
Q2 		$1.23M Sell
8,551
-7
-0.1% -$1.05K 0.9% 43
2022
Q1 		$1.31M Buy
8,558
+146
+2% +$22.8K 0.7% 48
2021
Q4 		$1.38M Sell
8,412
-724
-8% -$107K 0.7% 52
2021
Q3 		$1.28M Sell
9,136
-310
-3% -$43.9K 0.71% 52
2021
Q2 		$1.27M Sell
9,446
-13,305
-58% -$1.8M 0.65% 58
2021
Q1 		$3.08M Buy
22,751
+640
+3% +$83.5K 1.69% 25
2020
Q4 		$3.08M Buy
22,111
+496
+2% +$69.3K 1.75% 26
2020
Q3 		$3M Buy
21,615
+734
+4% +$97.4K 1.96% 21
2020
Q2 		$2.5M Buy
20,881
+10,116
+94% +$1.18M 1.83% 25
2020
Q1 		$1.18M Buy
+10,765
New +$1.29M 1.07% 41

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

Tower View Wealth Management's PG Position: Q1 2026 in Review

Tower View Wealth Management reduced its Procter & Gamble (PG) stake by 48% in Q1 2026, selling an estimated $295K and leaving 2,147 shares worth $310K. The position accounts for 0.16% of the portfolio, ranked #58.

Tower View Wealth Management first reported a position in PG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.08M in Q1 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tower View Wealth Management held 2,147 shares of Procter & Gamble worth $310K as of Q1 2026.
  • Tower View Wealth Management sold 1,943 Procter & Gamble shares in Q1 2026, an estimated $295K.
  • Procter & Gamble made up 0.16% of Tower View Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Tower View Wealth Management first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • Tower View Wealth Management's Procter & Gamble position peaked at $3.08M in Q1 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.