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

Western 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
Q2 		$6.36M Sell
43,360
-1,277
-3% -$186K 0.21% 98
2026
Q1 		$6.45M Buy
44,637
+5,465
+14% +$829K 0.25% 78
2025
Q4 		$5.61M Buy
39,172
+6,638
+20% +$979K 0.26% 68
2025
Q3 		$5M Sell
32,534
-703
-2% -$110K 0.26% 76
2025
Q2 		$5.3M Buy
33,237
+719
+2% +$117K 0.31% 64
2025
Q1 		$5.54M Sell
32,518
-240
-0.7% -$40.2K 0.37% 56
2024
Q4 		$5.49M Sell
32,758
-3,582
-10% -$610K 0.36% 52
2024
Q3 		$6.29M Buy
36,340
+1,016
+3% +$172K 0.36% 52
2024
Q2 		$5.83M Sell
35,324
-289
-0.8% -$47.2K 0.43% 44
2024
Q1 		$5.78M Sell
35,613
-4,744
-12% -$744K 0.45% 45
2023
Q4 		$5.91M Buy
40,357
+1,520
+4% +$225K 0.43% 45
2023
Q3 		$5.66M Buy
38,837
+15,441
+66% +$2.36M 0.48% 39
2023
Q2 		$3.55M Buy
23,396
+373
+2% +$56.2K 0.3% 70
2023
Q1 		$3.42M Buy
23,023
+1,656
+8% +$237K 0.32% 70
2022
Q4 		$3.24M Sell
21,367
-19,432
-48% -$2.72M 0.33% 67
2022
Q3 		$5.19M Buy
40,799
+4,347
+12% +$618K 0.3% 70
2022
Q2 		$5.24M Sell
36,452
-104
-0.3% -$15.6K 0.3% 75
2022
Q1 		$5.58M Buy
36,556
+18,636
+104% +$2.92M 0.27% 81
2021
Q4 		$2.93M Buy
+17,920
New +$2.66M 0.29% 77
2021
Q2 		$2.43M Buy
18,033
+3,157
+21% +$427K 0.25% 93
2021
Q1 		$2.02M Buy
14,876
+494
+3% +$64.5K 0.27% 82
2020
Q4 		$2M Sell
14,382
-2,635
-15% -$368K 0.29% 80
2020
Q3 		$2.37M Sell
17,017
-374
-2% -$49.7K 0.39% 54
2020
Q2 		$2.08M Buy
17,391
+839
+5% +$97.8K 0.38% 52
2020
Q1 		$1.82M Sell
16,552
-2,911
-15% -$349K 0.42% 51
2019
Q4 		$2.43M Sell
19,463
-4,513
-19% -$552K 0.37% 56
2019
Q3 		$2.98M Sell
23,976
-1,785
-7% -$211K 0.62% 30
2019
Q2 		$2.82M Sell
25,761
-2,028
-7% -$216K 0.37% 54
2019
Q1 		$2.89M Buy
27,789
+1,046
+4% +$102K 0.64% 29
2018
Q4 		$2.46M Buy
+26,743
New +$2.39M 0.66% 27

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Western Wealth Management's PG Position: Q2 2026 in Review

Western Wealth Management reduced its Procter & Gamble (PG) stake by 2.9% in Q2 2026, selling an estimated $186K and leaving 43,360 shares worth $6.36M. The position accounts for 0.21% of the portfolio, ranked #98.

Western Wealth Management first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.45M in Q1 2026. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Western Wealth Management held 43,360 shares of Procter & Gamble worth $6.36M as of Q2 2026.
  • Western Wealth Management sold 1,277 Procter & Gamble shares in Q2 2026, an estimated $186K.
  • Procter & Gamble made up 0.21% of Western Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Western Wealth Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Procter & Gamble position peaked at $6.45M in Q1 2026.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.