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Westmount Partners’s Procter & Gamble PG Stock Holding History

Westmount Partners’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 		$2.28M Sell
15,517
-1,882
-11% -$274K 0.5% 45
2026
Q1 		$2.51M Buy
17,399
+2,497
+17% +$379K 0.62% 36
2025
Q4 		$2.14M Sell
14,902
-13
-0.1% -$1.92K 0.53% 41
2025
Q3 		$2.28M Sell
14,915
-1,937
-11% -$303K 0.59% 38
2025
Q2 		$2.68M Buy
16,852
+26
+0.2% +$4.24K 0.74% 27
2025
Q1 		$2.87M Sell
16,826
-1,886
-10% -$316K 0.87% 23
2024
Q4 		$3.14M Sell
18,712
-345
-2% -$58.8K 0.95% 23
2024
Q3 		$3.3M Buy
19,057
+94
+0.5% +$16K 0.99% 22
2024
Q2 		$3.09M Sell
18,963
-1
-0% -$163 1.02% 19
2024
Q1 		$3.08M Sell
18,964
-113
-0.6% -$17.7K 1.11% 19
2023
Q4 		$2.8M Buy
19,077
+23
+0.1% +$3.41K 1.14% 18
2023
Q3 		$2.78M Buy
19,054
+1,269
+7% +$194K 1.22% 17
2023
Q2 		$2.7M Buy
17,785
+62
+0.3% +$9.35K 1.17% 19
2023
Q1 		$2.64M Buy
17,723
+1,597
+10% +$228K 1.22% 17
2022
Q4 		$2.44M Buy
+16,126
New +$2.26M 1.27% 15

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

Westmount Partners's PG Position: Q2 2026 in Review

Westmount Partners reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $274K and leaving 15,517 shares worth $2.28M. The position accounts for 0.5% of the portfolio, ranked #45.

Westmount Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3M in Q3 2024. 4,001 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Westmount Partners held 15,517 shares of Procter & Gamble worth $2.28M as of Q2 2026.
  • Westmount Partners sold 1,882 Procter & Gamble shares in Q2 2026, an estimated $274K.
  • Procter & Gamble made up 0.5% of Westmount Partners's portfolio in Q2 2026, its #45 holding.
  • Westmount Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Procter & Gamble position peaked at $3.3M in Q3 2024.
  • 4,001 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.