Williamson Legacy Group’s Procter & Gamble PG Stock Holding History

Williamson Legacy Group’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	$479K	Hold	3,264	–	–	0.24%	66
2026 Q1	$471K	Sell	3,264 -2	-0.1%	-$303	0.35%	72
2025 Q4	$468K	Sell	3,266 -36	-1%	-$5.31K	0.37%	79
2025 Q3	$507K	Sell	3,302 -125	-4%	-$19.5K	0.39%	83
2025 Q2	$546K	Sell	3,427 -46	-1%	-$7.51K	0.46%	86
2025 Q1	$592K	Sell	3,473 -2	-0.1%	-$335	0.56%	75
2024 Q4	$583K	Sell	3,475 -194	-5%	-$33K	0.39%	82
2024 Q3	$635K	Buy	3,669 +2	+0.1%	+$340	0.42%	80
2024 Q2	$605K	Sell	3,667 -5	-0.1%	-$817	0.45%	69
2024 Q1	$596K	Sell	3,672 -6	-0.2%	-$941	0.46%	66
2023 Q4	$539K	Buy	+3,678	New	+$545K	0.5%	65

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Williamson Legacy Group's PG Position: Q2 2026 in Review

Williamson Legacy Group held its Procter & Gamble (PG) position steady in Q2 2026 at 3,264 shares worth $479K. The position accounts for 0.24% of the portfolio, ranked #66.

Williamson Legacy Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $635K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Williamson Legacy Group held 3,264 shares of Procter & Gamble worth $479K as of Q2 2026.
Williamson Legacy Group left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.24% of Williamson Legacy Group's portfolio in Q2 2026, its #66 holding.
Williamson Legacy Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Williamson Legacy Group's Procter & Gamble position peaked at $635K in Q3 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.