Welch & Forbes’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$111M Sell
754,625
-9,227
-1% -$1.34M 1.34% 20
2026
Q1
$110M Sell
763,852
-4,376
-0.6% -$663K 1.43% 20
2025
Q4
$110M Sell
768,228
-19,647
-2% -$2.9M 1.33% 21
2025
Q3
$121M Sell
787,875
-2,363
-0.3% -$369K 1.46% 16
2025
Q2
$126M Sell
790,238
-5,379
-0.7% -$878K 1.57% 16
2025
Q1
$136M Buy
795,617
+1,336
+0.2% +$224K 1.77% 14
2024
Q4
$133M Buy
794,281
+506
+0.1% +$86.2K 1.71% 15
2024
Q3
$137M Sell
793,775
-3,297
-0.4% -$560K 1.75% 14
2024
Q2
$132M Sell
797,072
-1,874
-0.2% -$306K 1.76% 13
2024
Q1
$130M Sell
798,946
-1,635
-0.2% -$256K 1.78% 13
2023
Q4
$117M Sell
800,581
-5,396
-0.7% -$799K 1.77% 14
2023
Q3
$118M Sell
805,977
-2,713
-0.3% -$414K 1.94% 12
2023
Q2
$123M Buy
808,690
+1,666
+0.2% +$251K 1.94% 12
2023
Q1
$120M Sell
807,024
-1,168
-0.1% -$167K 2.03% 12
2022
Q4
$122M Buy
808,192
+2,293
+0.3% +$321K 2.2% 9
2022
Q3
$102M Sell
805,899
-815
-0.1% -$116K 1.99% 10
2022
Q2
$116M Buy
806,714
+3,531
+0.4% +$531K 2.12% 9
2022
Q1
$123M Buy
803,183
+6,032
+0.8% +$944K 1.93% 12
2021
Q4
$130M Buy
797,151
+1,170
+0.1% +$174K 1.95% 13
2021
Q3
$111M Buy
795,981
+2,533
+0.3% +$359K 1.85% 14
2021
Q2
$107M Sell
793,448
-968
-0.1% -$131K 1.81% 15
2021
Q1
$108M Sell
794,416
-9,535
-1% -$1.24M 1.99% 12
2020
Q4
$112M Sell
803,951
-8,320
-1% -$1.16M 2.19% 9
2020
Q3
$113M Sell
812,271
-299
-0% -$39.7K 2.44% 7
2020
Q2
$97.2M Buy
812,570
+12,752
+2% +$1.49M 2.28% 9
2020
Q1
$88M Sell
799,818
-7,865
-1% -$944K 2.46% 7
2019
Q4
$101M Sell
807,683
-7,881
-1% -$964K 2.24% 10
2019
Q3
$101M Sell
815,564
-6,620
-0.8% -$782K 2.42% 7
2019
Q2
$90.2M Sell
822,184
-11,861
-1% -$1.26M 2.19% 10
2019
Q1
$86.8M Sell
834,045
-2,817
-0.3% -$274K 2.18% 10
2018
Q4
$76.9M Sell
836,862
-12,630
-1% -$1.13M 2.17% 9
2018
Q3
$70.7M Sell
849,492
-9,373
-1% -$767K 1.69% 14
2018
Q2
$67M Sell
858,865
-36,244
-4% -$2.73M 1.73% 13
2018
Q1
$71M Sell
895,109
-20,834
-2% -$1.74M 1.83% 10
2017
Q4
$84.2M Sell
915,943
-12,910
-1% -$1.16M 2.25% 7
2017
Q3
$84.5M Sell
928,853
-5,457
-0.6% -$497K 2.22% 5
2017
Q2
$81.4M Sell
934,310
-5,028
-0.5% -$443K 2.28% 4
2017
Q1
$84.4M Sell
939,338
-3,283
-0.3% -$291K 2.42% 4
2016
Q4
$79.3M Buy
942,621
+990
+0.1% +$84.4K 2.37% 5
2016
Q3
$84.5M Sell
941,631
-15,423
-2% -$1.34M 2.92% 2
2016
Q2
$81M Sell
957,054
-10,489
-1% -$861K 2.47% 4
2016
Q1
$79.6M Sell
967,543
-29,144
-3% -$2.35M 2.48% 2
2015
Q4
$79.1M Sell
996,687
-14,558
-1% -$1.11M 2.54% 2
2015
Q3
$72.7M Sell
1,011,245
-25,588
-2% -$1.92M 2.43% 2
2015
Q2
$81.1M Sell
1,036,833
-35,744
-3% -$2.88M 2.52% 3
2015
Q1
$87.9M Sell
1,072,577
-28,484
-3% -$2.45M 2.64% 2
2014
Q4
$100M Sell
1,101,061
-10,508
-0.9% -$925K 2.95% 1
2014
Q3
$93.1M Sell
1,111,569
-7,090
-0.6% -$581K 2.84% 1
2014
Q2
$87.9M Sell
1,118,659
-6,383
-0.6% -$515K 2.77% 3
2014
Q1
$90.7M Sell
1,125,042
-21,913
-2% -$1.73M 2.87% 3
2013
Q4
$93.4M Sell
1,146,955
-2,328
-0.2% -$190K 2.96% 2
2013
Q3
$86.9M Sell
1,149,283
-10,133
-0.9% -$806K 2.92% 3
2013
Q2
$89.3M Buy
+1,159,416
New +$91M 3.19% 2

Other funds holding PG

Welch & Forbes's PG Position: Q2 2026 in Review

Welch & Forbes reduced its Procter & Gamble (PG) stake by 1.2% in Q2 2026, selling an estimated $1.34M and leaving 754,625 shares worth $111M. The position accounts for 1.34% of the portfolio, ranked #20.

Welch & Forbes first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $137M in Q3 2024. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Welch & Forbes held 754,625 shares of Procter & Gamble worth $111M as of Q2 2026.
  • Welch & Forbes sold 9,227 Procter & Gamble shares in Q2 2026, an estimated $1.34M.
  • Procter & Gamble made up 1.34% of Welch & Forbes's portfolio in Q2 2026, its #20 holding.
  • Welch & Forbes first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Welch & Forbes's Procter & Gamble position peaked at $137M in Q3 2024.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.