WBWA
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William B. Walkup & Associates’s Procter & Gamble PG Stock Holding History

William B. Walkup & Associates’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 		$60K Hold
352
– – 0.04% 99
2025
Q4 		$50.4K Hold
352
– – 0.03% 102
2025
Q3 		$54.1K Hold
352
– – 0.03% 100
2025
Q2 		$56.1K Hold
352
– – 0.03% 97
2025
Q1 		$60K Hold
352
– – 0.04% 98
2024
Q4 		$59K Hold
352
– – 0.04% 100
2024
Q3 		$61K Hold
352
– – 0.04% 99
2024
Q2 		$58.1K Buy
+352
New +$57.5K 0.04% 100

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

William B. Walkup & Associates's PG Position: Q1 2026 in Review

William B. Walkup & Associates held its Procter & Gamble (PG) position steady in Q1 2026 at 352 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #99.

William B. Walkup & Associates first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $61K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • William B. Walkup & Associates held 352 shares of Procter & Gamble worth $60K as of Q1 2026.
  • William B. Walkup & Associates left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.04% of William B. Walkup & Associates's portfolio in Q1 2026, its #99 holding.
  • William B. Walkup & Associates first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
  • William B. Walkup & Associates's Procter & Gamble position peaked at $61K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on William B. Walkup & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.