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Widmann Financial Services’s Procter & Gamble PG Stock Holding History

Widmann Financial Services’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 		$2.11M Sell
14,623
-331
-2% -$50.2K 1.26% 23
2025
Q4 		$2.14M Buy
14,954
+471
+3% +$69.4K 1.31% 21
2025
Q3 		$2.23M Sell
14,483
-256
-2% -$40K 1.4% 19
2025
Q2 		$2.35M Sell
14,739
-176
-1% -$28.7K 1.64% 17
2025
Q1 		$2.54M Buy
14,915
+323
+2% +$54.1K 1.97% 14
2024
Q4 		$2.45M Buy
14,592
+43
+0.3% +$7.32K 1.89% 15
2024
Q3 		$2.52M Sell
14,549
-143
-1% -$24.3K 1.91% 14
2024
Q2 		$2.42M Hold
14,692
– – 1.97% 12
2024
Q1 		$2.38M Sell
14,692
-360
-2% -$56.5K 2% 13
2023
Q4 		$2.21M Hold
15,052
– – 1.99% 14
2023
Q3 		$2.2M Buy
15,052
+1,180
+9% +$180K 2.19% 12
2023
Q2 		$2.1M Buy
13,872
+53
+0.4% +$7.99K 2.01% 13
2023
Q1 		$2.05M Sell
13,819
-126
-0.9% -$18K 2.07% 12
2022
Q4 		$2.11M Buy
13,945
+136
+1% +$19.1K 2.21% 15
2022
Q3 		$1.74M Sell
13,809
-87
-0.6% -$12.4K 1.93% 17
2022
Q2 		$2M Hold
13,896
– – 2.07% 17
2022
Q1 		$2.12M Sell
13,896
-119
-0.8% -$18.6K 1.88% 16
2021
Q4 		$2.29M Buy
+14,015
New +$2.08M 1.89% 13

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Widmann Financial Services's PG Position: Q1 2026 in Review

Widmann Financial Services reduced its Procter & Gamble (PG) stake by 2.2% in Q1 2026, selling an estimated $50.2K and leaving 14,623 shares worth $2.11M. The position accounts for 1.26% of the portfolio, ranked #23.

Widmann Financial Services first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Widmann Financial Services held 14,623 shares of Procter & Gamble worth $2.11M as of Q1 2026.
  • Widmann Financial Services sold 331 Procter & Gamble shares in Q1 2026, an estimated $50.2K.
  • Procter & Gamble made up 1.26% of Widmann Financial Services's portfolio in Q1 2026, its #23 holding.
  • Widmann Financial Services first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Procter & Gamble position peaked at $2.54M in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.