TWM
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Tradition Wealth Management’s Procter & Gamble PG Stock Holding History

Tradition 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 		$419K Buy
2,900
+170
+6% +$25.8K 0.03% 317
2025
Q4 		$391K Sell
2,730
-918
-25% -$135K 0.03% 327
2025
Q3 		$560K Sell
3,648
-509
-12% -$79.5K 0.04% 264
2025
Q2 		$662K Sell
4,157
-37
-0.9% -$6.04K 0.05% 232
2025
Q1 		$715K Buy
4,194
+736
+21% +$123K 0.06% 203
2024
Q4 		$580K Sell
3,458
-611
-15% -$104K 0.05% 222
2024
Q3 		$705K Sell
4,069
-65
-2% -$11K 0.06% 197
2024
Q2 		$682K Buy
4,134
+480
+13% +$78.5K 0.07% 189
2024
Q1 		$593K Buy
3,654
+20
+0.6% +$3.14K 0.06% 197
2023
Q4 		$532K Buy
3,634
+34
+0.9% +$5.04K 0.06% 180
2023
Q3 		$525K Sell
3,600
-710
-16% -$108K 0.06% 169
2023
Q2 		$654K Buy
4,310
+135
+3% +$20.3K 0.08% 147
2023
Q1 		$621K Buy
4,175
+422
+11% +$60.3K 0.08% 145
2022
Q4 		$569K Sell
3,753
-172
-4% -$24.1K 0.08% 146
2022
Q3 		$496K Buy
3,925
+270
+7% +$38.4K 0.07% 157
2022
Q2 		$526K Buy
3,655
+561
+18% +$84.3K 0.08% 163
2022
Q1 		$473K Buy
3,094
+335
+12% +$52.4K 0.06% 193
2021
Q4 		$451K Sell
2,759
-92
-3% -$13.7K 0.06% 194
2021
Q3 		$399K Sell
2,851
-89
-3% -$12.6K 0.06% 194
2021
Q2 		$397K Buy
2,940
+18
+0.6% +$2.44K 0.06% 202
2021
Q1 		$396K Buy
2,922
+6
+0.2% +$783 0.07% 180
2020
Q4 		$406K Buy
+2,916
New +$408K 0.08% 168

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

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

Tradition Wealth Management increased its Procter & Gamble (PG) stake by 6.2% in Q1 2026, buying an estimated $25.8K and bringing the position to 2,900 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #317.

Tradition Wealth Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $715K in Q1 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tradition Wealth Management held 2,900 shares of Procter & Gamble worth $419K as of Q1 2026.
  • Tradition Wealth Management bought 170 Procter & Gamble shares in Q1 2026, an estimated $25.8K.
  • Procter & Gamble made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #317 holding.
  • Tradition Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Procter & Gamble position peaked at $715K in Q1 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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