Western Pacific Wealth Management’s Procter & Gamble PG Stock Holding History

Western Pacific 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 Q1	$5.2K	Hold	36	–	–	0.01%	163
2025 Q4	$5.16K	Hold	36	–	–	0.01%	154
2025 Q3	$5.53K	Sell	36 -400	-92%	-$62.5K	0.01%	168
2025 Q2	$69.5K	Sell	436 -38	-8%	-$6.2K	0.07%	117
2025 Q1	$80.8K	Hold	474	–	–	0.07%	110
2024 Q4	$79.5K	Sell	474 -1,124	-70%	-$191K	0.06%	120
2024 Q3	$277K	Buy	1,598 +400	+33%	+$67.9K	0.18%	36
2024 Q2	$198K	Sell	1,198 -19	-2%	-$3.11K	0.15%	50
2024 Q1	$198K	Sell	1,217 -56	-4%	-$8.78K	0.14%	55
2023 Q4	$187K	Sell	1,273 -1,000	-44%	-$148K	0.14%	49
2023 Q3	$332K	Hold	2,273	–	–	0.27%	24
2023 Q2	$345K	Buy	2,273 +951	+72%	+$143K	0.26%	23
2023 Q1	$197K	Buy	1,322 +66	+5%	+$9.44K	0.15%	39
2022 Q4	$190K	Buy	1,256 +255	+25%	+$35.7K	0.16%	36
2022 Q3	$126K	Buy	1,001 +951	+1,902%	+$135K	0.13%	43
2022 Q2	$7K	Hold	50	–	–	0.01%	147
2022 Q1	$7K	Sell	50 -200	-80%	-$31.3K	0.01%	169
2021 Q4	$40K	Buy	+250	New	+$37.1K	0.03%	124

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

Western Pacific Wealth Management's PG Position: Q1 2026 in Review

Western Pacific Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 36 shares worth $5.2K. The position accounts for 0.01% of the portfolio, ranked #163.

Western Pacific Wealth Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $345K in Q2 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Western Pacific Wealth Management held 36 shares of Procter & Gamble worth $5.2K as of Q1 2026.
Western Pacific Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #163 holding.
Western Pacific Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Procter & Gamble position peaked at $345K in Q2 2023.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.