WMA
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Wealth Management Associates’s Procter & Gamble PG Stock Holding History

Wealth Management 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
2026
Q1 		$1.33M Hold
9,193
– – 0.46% 51
2025
Q4 		$1.32M Buy
9,193
+211
+2% +$31.1K 0.46% 48
2025
Q3 		$1.38M Sell
8,982
-200
-2% -$31.2K 0.49% 45
2025
Q2 		$1.46M Sell
9,182
-307
-3% -$50.1K 0.57% 41
2025
Q1 		$1.62M Buy
9,489
+253
+3% +$42.4K 0.69% 34
2024
Q4 		$1.55M Hold
9,236
– – 0.66% 35
2024
Q3 		$1.6M Sell
9,236
-191
-2% -$32.4K 0.7% 33
2024
Q2 		$1.55M Hold
9,427
– – 0.73% 31
2024
Q1 		$1.55M Sell
9,427
-227
-2% -$35.6K 0.73% 31
2023
Q4 		$1.41M Buy
9,654
+1,716
+22% +$254K 0.75% 29
2023
Q3 		$1.16M Buy
7,938
+121
+2% +$18.5K 0.68% 35
2023
Q2 		$1.19M Sell
7,817
-88
-1% -$13.3K 0.67% 34
2023
Q1 		$1.18M Hold
7,905
– – 0.73% 31
2022
Q4 		$1.2M Sell
7,905
-50
-0.6% -$7.01K 0.8% 30
2022
Q3 		$1M Buy
7,955
+202
+3% +$28.7K 0.71% 35
2022
Q2 		$1.11M Sell
7,753
-89
-1% -$13.4K 0.76% 30
2022
Q1 		$1.2M Sell
7,842
-61
-0.8% -$9.54K 0.68% 30
2021
Q4 		$1.29M Buy
7,903
+807
+11% +$120K 0.7% 31
2021
Q3 		$992K Buy
7,096
+188
+3% +$26.6K 0.58% 38
2021
Q2 		$932K Sell
6,908
-107
-2% -$14.5K 0.53% 41
2021
Q1 		$950K Sell
7,015
-100
-1% -$13K 0.6% 37
2020
Q4 		$990K Sell
7,115
-66
-0.9% -$9.22K 0.65% 31
2020
Q3 		$998K Sell
7,181
-35
-0.5% -$4.65K 0.77% 29
2020
Q2 		$863K Hold
7,216
– – 0.73% 30
2020
Q1 		$794K Sell
7,216
-135
-2% -$16.2K 0.8% 29
2019
Q4 		$918K Hold
7,351
– – 0.66% 35
2019
Q3 		$914K Buy
7,351
+1,581
+27% +$187K 0.74% 31
2019
Q2 		$633K Buy
5,770
+200
+4% +$21.3K 0.63% 36
2019
Q1 		$580K Buy
5,570
+450
+9% +$43.8K 0.63% 37
2018
Q4 		$471K Buy
+5,120
New +$458K 0.63% 39

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

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

Wealth Management Associates held its Procter & Gamble (PG) position steady in Q1 2026 at 9,193 shares worth $1.33M. The position accounts for 0.46% of the portfolio, ranked #51.

Wealth Management Associates first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.62M in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wealth Management Associates held 9,193 shares of Procter & Gamble worth $1.33M as of Q1 2026.
  • Wealth Management Associates left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.46% of Wealth Management Associates's portfolio in Q1 2026, its #51 holding.
  • Wealth Management Associates first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Procter & Gamble position peaked at $1.62M in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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