WESPAC Advisors’s Procter & Gamble PG Stock Holding History

WESPAC Advisors’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	$462K	Hold	3,199	–	–	0.25%	112
2025 Q4	$458K	Sell	3,199 -913	-22%	-$135K	0.25%	109
2025 Q3	$632K	Sell	4,112 -44	-1%	-$6.87K	0.37%	100
2025 Q2	$662K	Buy	4,156 +82	+2%	+$13.4K	0.46%	89
2025 Q1	$694K	Buy	4,074 +40	+1%	+$6.7K	0.57%	78
2024 Q4	$676K	Buy	4,034 +2	+0%	+$341	0.5%	82
2024 Q3	$698K	Buy	4,032 +26	+0.6%	+$4.41K	0.52%	68
2024 Q2	$661K	Sell	4,006 -1,677	-30%	-$274K	0.52%	68
2024 Q1	$922K	Sell	5,683 -162	-3%	-$25.4K	0.54%	64
2023 Q4	$856K	Buy	5,845 +2	+0%	+$296	0.59%	56
2023 Q3	$852K	Buy	5,843 +1	+0%	+$153	0.64%	57
2023 Q2	$887K	Buy	5,842 +575	+11%	+$86.7K	0.71%	50
2023 Q1	$783K	Buy	5,267 +95	+2%	+$13.6K	0.74%	49
2022 Q4	$784K	Buy	+5,172	New	+$725K	1.36%	24
2022 Q2	–	Sell	-3,124	Closed	-$477K	–	117
2022 Q1	$477K	Sell	3,124 -1,929	-38%	-$302K	0.52%	73
2021 Q4	$827K	Buy	5,053 +154	+3%	+$22.9K	0.55%	74
2021 Q3	$685K	Buy	4,899 +3,047	+165%	+$432K	0.42%	85
2021 Q2	$250K	Sell	1,852 -3,047	-62%	-$412K	0.48%	86
2021 Q1	$663K	Hold	4,899	–	–	0.5%	74
2020 Q4	$682K	Buy	4,899 +1,427	+41%	+$199K	0.53%	73
2020 Q3	$483K	Hold	3,472	–	–	0.6%	62
2020 Q2	$415K	Buy	3,472 +249	+8%	+$29K	0.47%	68
2020 Q1	$355K	Hold	3,223	–	–	0.85%	33
2019 Q4	$403K	Buy	3,223 +666	+26%	+$81.5K	0.39%	71
2019 Q3	$318K	Sell	2,557 -2,362	-48%	-$279K	0.32%	74
2019 Q2	$539K	Sell	4,919 -1,020	-17%	-$109K	0.4%	62
2019 Q1	$618K	Hold	5,939	–	–	0.43%	67
2018 Q4	$546K	Sell	5,939 -254	-4%	-$22.7K	0.53%	56
2018 Q3	$515K	Buy	6,193 +3,094	+100%	+$253K	0.3%	93
2018 Q2	$242K	Sell	3,099 -3,006	-49%	-$226K	0.25%	94
2018 Q1	$484K	Buy	6,105 +107	+2%	+$8.92K	0.3%	96
2017 Q4	$551K	Sell	5,998 -100	-2%	-$8.99K	0.51%	64
2017 Q3	$555K	Hold	6,098	–	–	0.37%	87
2017 Q2	$531K	Buy	6,098 +2,999	+97%	+$264K	0.36%	84
2017 Q1	$278K	Sell	3,099 -2,510	-45%	-$223K	0.32%	94
2016 Q4	$472K	Buy	+5,609	New	+$478K	0.53%	57
2016 Q3	–	Sell	-5,039	Closed	-$427K	–	119
2016 Q2	$427K	Buy	5,039 +1,910	+61%	+$157K	0.44%	79
2016 Q1	$258K	Sell	3,129 -500	-14%	-$40.3K	0.32%	83
2015 Q4	$288K	Hold	3,629	–	–	0.33%	71
2015 Q3	$261K	Sell	3,629 -1,450	-29%	-$109K	0.46%	56
2015 Q2	$397K	Hold	5,079	–	–	0.3%	83
2015 Q1	$416K	Buy	+5,079	New	+$437K	0.32%	89
2014 Q4	–	Sell	-4,879	Closed	-$409K	–	148
2014 Q3	$409K	Buy	4,879 +1,350	+38%	+$111K	0.33%	93
2014 Q2	$277K	Sell	3,529 -750	-18%	-$60.5K	0.32%	95
2014 Q1	$345K	Hold	4,279	–	–	0.3%	104
2013 Q4	$348K	Buy	+4,279	New	+$349K	0.29%	106

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

WESPAC Advisors's PG Position: Q1 2026 in Review

WESPAC Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 3,199 shares worth $462K. The position accounts for 0.25% of the portfolio, ranked #112.

WESPAC Advisors first reported a position in PG in Q4 2013 and has held it in 46 quarters since. The position peaked at $922K in Q1 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

WESPAC Advisors held 3,199 shares of Procter & Gamble worth $462K as of Q1 2026.
WESPAC Advisors left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.25% of WESPAC Advisors's portfolio in Q1 2026, its #112 holding.
WESPAC Advisors first reported a position in Procter & Gamble in Q4 2013 and has held it in 46 quarters since.
WESPAC Advisors's Procter & Gamble position peaked at $922K in Q1 2024.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.