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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
Q2 		$2.14M Sell
14,568
-55
-0.4% -$8.01K 1.15% 24
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 $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

Widmann Financial Services's PG Position: Q2 2026 in Review

Widmann Financial Services reduced its Procter & Gamble (PG) stake by 0.38% in Q2 2026, selling an estimated $8.01K and leaving 14,568 shares worth $2.14M. The position accounts for 1.15% of the portfolio, ranked #24.

Widmann Financial Services first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.54M in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Widmann Financial Services held 14,568 shares of Procter & Gamble worth $2.14M as of Q2 2026.
  • Widmann Financial Services sold 55 Procter & Gamble shares in Q2 2026, an estimated $8.01K.
  • Procter & Gamble made up 1.15% of Widmann Financial Services's portfolio in Q2 2026, its #24 holding.
  • Widmann Financial Services first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Procter & Gamble position peaked at $2.54M in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.