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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Williamson Legacy Group's PG Position: Q1 2026 in Review

Williamson Legacy Group reduced its Procter & Gamble (PG) stake by 0.06% in Q1 2026, selling an estimated $303 and leaving 3,264 shares worth $471K. The position accounts for 0.35% of the portfolio, ranked #72.

Williamson Legacy Group first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $635K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Williamson Legacy Group held 3,264 shares of Procter & Gamble worth $471K as of Q1 2026.
Williamson Legacy Group sold 2 Procter & Gamble shares in Q1 2026, an estimated $303.
Procter & Gamble made up 0.35% of Williamson Legacy Group's portfolio in Q1 2026, its #72 holding.
Williamson Legacy Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Williamson Legacy Group's Procter & Gamble position peaked at $635K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.