Valley Wealth Managers’s Procter & Gamble PG Stock Holding History

Valley Wealth Managers’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	$4.41M	Buy	30,534 +2,339	+8%	+$355K	0.28%	83
2025 Q4	$4.04M	Buy	28,195 +1,707	+6%	+$252K	0.26%	88
2025 Q3	$4.07M	Buy	26,488 +1,362	+5%	+$213K	0.27%	85
2025 Q2	$4M	Buy	25,126 +619	+3%	+$101K	0.29%	83
2025 Q1	$4.18M	Buy	24,507 +10	+0%	+$1.68K	0.32%	68
2024 Q4	$4.11M	Sell	24,497 -2,274	-8%	-$387K	0.31%	70
2024 Q3	$4.64M	Sell	26,771 -478	-2%	-$81.1K	0.34%	65
2024 Q2	$4.49M	Sell	27,249 -1,798	-6%	-$294K	0.36%	60
2024 Q1	$4.71M	Sell	29,047 -2,513	-8%	-$394K	0.36%	67
2023 Q4	$4.62M	Sell	31,560 -488	-2%	-$72.3K	0.36%	65
2023 Q3	$4.67M	Sell	32,048 -1,364	-4%	-$208K	0.39%	62
2023 Q2	$5.07M	Sell	33,412 -1,732	-5%	-$261K	0.46%	49
2023 Q1	$5.23M	Buy	35,144 +1,723	+5%	+$246K	0.48%	48
2022 Q4	$5.07M	Sell	33,421 -2,915	-8%	-$409K	0.47%	54
2022 Q3	$4.59M	Buy	36,336 +2,717	+8%	+$386K	0.46%	53
2022 Q2	$4.83M	Sell	33,619 -5,929	-15%	-$891K	0.45%	51
2022 Q1	$6.04M	Sell	39,548 -70	-0.2%	-$11K	0.51%	49
2021 Q4	$6.48M	Buy	39,618 +65	+0.2%	+$9.65K	0.52%	49
2021 Q3	$5.53M	Buy	39,553 +105	+0.3%	+$14.9K	0.48%	49
2021 Q2	$5.32M	Buy	39,448 +397	+1%	+$53.7K	0.45%	49
2021 Q1	$5.29M	Buy	39,051 +4,386	+13%	+$572K	0.48%	49
2020 Q4	$4.82M	Sell	34,665 -7,337	-17%	-$1.03M	0.47%	49
2020 Q3	$5.84M	Sell	42,002 -6,283	-13%	-$834K	0.64%	47
2020 Q2	$5.77M	Sell	48,285 -1,594	-3%	-$186K	0.65%	47
2020 Q1	$5.49M	Buy	49,879 +835	+2%	+$100K	0.71%	46
2019 Q4	$6.13M	Sell	49,044 -180	-0.4%	-$22K	0.61%	46
2019 Q3	$6.12M	Buy	49,224 +4,900	+11%	+$579K	0.65%	45
2019 Q2	$4.86M	Buy	44,324 +1,805	+4%	+$192K	0.52%	46
2019 Q1	$4.42M	Sell	42,519 -2,895	-6%	-$282K	0.48%	46
2018 Q4	$4.17M	Buy	45,414 +15,447	+52%	+$1.38M	0.55%	45
2018 Q3	$2.49M	Sell	29,967 -755	-2%	-$61.7K	0.29%	50
2018 Q2	$2.4M	Sell	30,722 -1,189	-4%	-$89.5K	0.29%	49
2018 Q1	$2.53M	Buy	31,911 +2,190	+7%	+$183K	0.31%	49
2017 Q4	$2.73M	Sell	29,721 -2,660	-8%	-$239K	0.33%	49
2017 Q3	$2.95M	Sell	32,381 -4,080	-11%	-$371K	0.37%	46
2017 Q2	$3.18M	Sell	36,461 -4,191	-10%	-$369K	0.43%	44
2017 Q1	$3.65M	Buy	40,652 +984	+2%	+$87.3K	0.49%	43
2016 Q4	$3.33M	Buy	39,668 +230	+0.6%	+$19.6K	0.48%	43
2016 Q3	$3.54M	Buy	39,438 +667	+2%	+$57.9K	0.52%	42
2016 Q2	$3.28M	Buy	38,771 +19,769	+104%	+$1.62M	0.5%	42
2016 Q1	$1.56M	Buy	19,002 +1,177	+7%	+$94.8K	0.26%	49
2015 Q4	$1.42M	Sell	17,825 -642	-3%	-$49.1K	0.25%	49
2015 Q3	$1.33M	Sell	18,467 -810	-4%	-$60.7K	0.24%	48
2015 Q2	$1.51M	Sell	19,277 -610	-3%	-$49.1K	0.26%	48
2015 Q1	$1.63M	Buy	19,887 +1,225	+7%	+$105K	0.28%	47
2014 Q4	$1.7M	Buy	18,662 +287	+2%	+$25.3K	0.3%	48
2014 Q3	$1.54M	Buy	18,375 +435	+2%	+$35.6K	0.29%	46
2014 Q2	$1.41M	Buy	17,940 +2,750	+18%	+$222K	0.27%	48
2014 Q1	$1.23M	Buy	15,190 +1,505	+11%	+$119K	0.24%	49
2013 Q4	$1.11M	Buy	13,685 +525	+4%	+$42.8K	0.23%	48
2013 Q3	$995K	Buy	13,160 +59	+0.5%	+$4.7K	0.22%	50
2013 Q2	$1.01M	Buy	+13,101	New	+$1.03M	0.23%	53

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

Valley Wealth Managers's PG Position: Q1 2026 in Review

Valley Wealth Managers increased its Procter & Gamble (PG) stake by 8.3% in Q1 2026, buying an estimated $355K and bringing the position to 30,534 shares worth $4.41M. The position accounts for 0.28% of the portfolio, ranked #83.

Valley Wealth Managers first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.48M in Q4 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Valley Wealth Managers held 30,534 shares of Procter & Gamble worth $4.41M as of Q1 2026.
Valley Wealth Managers bought 2,339 Procter & Gamble shares in Q1 2026, an estimated $355K.
Procter & Gamble made up 0.28% of Valley Wealth Managers's portfolio in Q1 2026, its #83 holding.
Valley Wealth Managers first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
Valley Wealth Managers's Procter & Gamble position peaked at $6.48M in Q4 2021.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.