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Wambolt & Associates’s Procter & Gamble PG Stock Holding History

Wambolt & Associates’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
2025
Q2 		$3.61M Buy
22,391
+2,995
+15% +$489K 1.21% 22
2025
Q1 		$3.31M Sell
19,396
-52
-0.3% -$8.71K 1.12% 26
2024
Q4 		$3.26M Sell
19,448
-6,485
-25% -$1.1M 1.04% 29
2024
Q3 		$4.49M Buy
25,933
+291
+1% +$49.4K 1.23% 20
2024
Q2 		$4.17M Buy
25,642
+163
+0.6% +$26.6K 1.21% 21
2024
Q1 		$4.09M Buy
25,479
+2,999
+13% +$470K 1.22% 19
2023
Q4 		$3.29M Buy
22,480
+195
+0.9% +$28.9K 1.08% 18
2023
Q3 		$3.24M Buy
22,285
+2,549
+13% +$389K 1.17% 13
2023
Q2 		$2.99M Buy
19,736
+1,024
+5% +$154K 1.07% 15
2023
Q1 		$2.8M Buy
18,712
+494
+3% +$70.6K 0.99% 17
2022
Q4 		$2.76M Buy
18,218
+291
+2% +$40.8K 1.06% 15
2022
Q3 		$2.26M Sell
17,927
-3,562
-17% -$506K 0.96% 20
2022
Q2 		$3.09M Buy
21,489
+967
+5% +$145K 1.24% 8
2022
Q1 		$3.18M Buy
20,522
+605
+3% +$94.7K 1.16% 10
2021
Q4 		$3.26M Buy
19,917
+1,141
+6% +$169K 1.18% 10
2021
Q3 		$2.62M Buy
18,776
+1,804
+11% +$256K 1.05% 15
2021
Q2 		$2.29M Buy
16,972
+6,024
+55% +$815K 0.98% 18
2021
Q1 		$1.47M Buy
10,948
+373
+4% +$48.7K 0.77% 40
2020
Q4 		$1.47M Buy
10,575
+1,075
+11% +$150K 0.88% 30
2020
Q3 		$1.32M Buy
9,500
+558
+6% +$74.1K 0.99% 21
2020
Q2 		$1.07M Buy
8,942
+1,370
+18% +$160K 0.84% 28
2020
Q1 		$833K Buy
7,572
+61
+0.8% +$7.32K 0.86% 34
2019
Q4 		$938K Buy
7,511
+746
+11% +$91.3K 0.71% 43
2019
Q3 		$841K Buy
6,765
+288
+4% +$34K 0.69% 45
2019
Q2 		$710K Buy
6,477
+843
+15% +$89.9K 0.6% 54
2019
Q1 		$590K Buy
5,634
+1,395
+33% +$136K 0.54% 59
2018
Q4 		$390K Buy
+4,239
New +$379K 0.43% 76

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wambolt & Associates's PG Position: Q2 2025 in Review

Wambolt & Associates increased its Procter & Gamble (PG) stake by 15% in Q2 2025, buying an estimated $489K and bringing the position to 22,391 shares worth $3.61M. The position accounts for 1.21% of the portfolio, ranked #22.

Wambolt & Associates first reported a position in PG in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.49M in Q3 2024. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Wambolt & Associates held 22,391 shares of Procter & Gamble worth $3.61M as of Q2 2025.
  • Wambolt & Associates bought 2,995 Procter & Gamble shares in Q2 2025, an estimated $489K.
  • Procter & Gamble made up 1.21% of Wambolt & Associates's portfolio in Q2 2025, its #22 holding.
  • Wambolt & Associates first reported a position in Procter & Gamble in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Procter & Gamble position peaked at $4.49M in Q3 2024.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.