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Walled Lake Planning & Wealth Management’s Procter & Gamble PG Stock Holding History

Walled Lake Planning & 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
Q2 		$1.03M Sell
7,026
-167
-2% -$24.3K 0.26% 48
2026
Q1 		$1.04M Sell
7,193
-246
-3% -$37.3K 0.31% 46
2025
Q4 		$1.07M Buy
7,439
+15
+0.2% +$2.21K 0.34% 43
2025
Q3 		$1.14M Sell
7,424
-254
-3% -$39.7K 0.37% 41
2025
Q2 		$1.22M Buy
7,678
+580
+8% +$94.7K 0.4% 43
2025
Q1 		$1.21M Sell
7,098
-405
-5% -$67.8K 0.43% 42
2024
Q4 		$1.26M Buy
7,503
+9
+0.1% +$1.53K 0.47% 40
2024
Q3 		$1.3M Sell
7,494
-201
-3% -$34.1K 0.49% 39
2024
Q2 		$1.27M Buy
7,695
+904
+13% +$148K 0.52% 39
2024
Q1 		$1.1M Sell
6,791
-109
-2% -$17.1K 0.45% 38
2023
Q4 		$1.01M Buy
6,900
+4
+0.1% +$592 0.47% 37
2023
Q3 		$1.01M Buy
6,896
+4
+0.1% +$611 0.5% 37
2023
Q2 		$1.05M Sell
6,892
-596
-8% -$89.8K 0.51% 36
2023
Q1 		$1.11M Buy
+7,488
New +$1.07M 0.58% 38
2022
Q4 		– Sell
-7,537
Closed -$952K – 76
2022
Q3 		$952K Sell
7,537
-696
-8% -$98.9K 0.67% 37
2022
Q2 		$1.18M Buy
8,233
+4
+0% +$601 0.82% 34
2022
Q1 		$1.26M Buy
8,229
+62
+0.8% +$9.7K 0.75% 34
2021
Q4 		$1.34M Sell
8,167
-2,844
-26% -$422K 0.77% 34
2021
Q3 		$1.54M Sell
11,011
-354
-3% -$50.2K 0.95% 31
2021
Q2 		$1.53M Buy
11,365
+4
+0% +$541 1% 28
2021
Q1 		$1.54M Sell
11,361
-384
-3% -$50.1K 1.07% 27
2020
Q4 		$1.63M Buy
11,745
+4
+0% +$559 1.24% 26
2020
Q3 		$1.63M Sell
11,741
-179
-2% -$23.8K 1.32% 26
2020
Q2 		$1.43M Sell
11,920
-396
-3% -$46.2K 1.19% 26
2020
Q1 		$1.35M Buy
12,316
+17
+0.1% +$2.04K 1.24% 23
2019
Q4 		$1.54M Buy
+12,299
New +$1.5M 1.11% 25

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PG Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Procter & Gamble (PG) stake by 2.3% in Q2 2026, selling an estimated $24.3K and leaving 7,026 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #48.

Walled Lake Planning & Wealth Management first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q4 2020. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 7,026 shares of Procter & Gamble worth $1.03M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 167 Procter & Gamble shares in Q2 2026, an estimated $24.3K.
  • Procter & Gamble made up 0.26% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's Procter & Gamble position peaked at $1.63M in Q4 2020.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.