Wills Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.07M | Sell |
49,726
-1,368
| -3% | -$207K | 2.67% | 12 |
|
|
2025
Q4 | $7.32M | Buy |
51,094
+872
| +2% | +$129K | 2.8% | 11 |
|
|
2025
Q3 | $7.72M | Sell |
50,222
-431
| -0.9% | -$67.3K | 3.16% | 10 |
|
|
2025
Q2 | $8.07M | Buy |
50,653
+94
| +0.2% | +$15.3K | 3.5% | 7 |
|
|
2025
Q1 | $8.62M | Buy |
50,559
+208
| +0.4% | +$34.8K | 3.82% | 5 |
|
|
2024
Q4 | $8.44M | Sell |
50,351
-27
| -0.1% | -$4.6K | 3.64% | 7 |
|
|
2024
Q3 | $8.73M | Buy |
50,378
+21
| +0% | +$3.56K | 3.66% | 7 |
|
|
2024
Q2 | $8.3M | Sell |
50,357
-7
| -0% | -$1.14K | 3.83% | 7 |
|
|
2024
Q1 | $8.17M | Buy |
50,364
+205
| +0.4% | +$32.2K | 3.85% | 8 |
|
|
2023
Q4 | $7.35M | Sell |
50,159
-996
| -2% | -$148K | 3.71% | 8 |
|
|
2023
Q3 | $7.46M | Sell |
51,155
-239
| -0.5% | -$36.5K | 4.04% | 7 |
|
|
2023
Q2 | $7.8M | Buy |
51,394
+452
| +0.9% | +$68.1K | 3.96% | 9 |
|
|
2023
Q1 | $7.57M | Buy |
50,942
+2,242
| +5% | +$320K | 4.08% | 7 |
|
|
2022
Q4 | $7.38M | Sell |
48,700
-719
| -1% | -$101K | 4.11% | 8 |
|
|
2022
Q3 | $6.24M | Buy |
49,419
+58
| +0.1% | +$8.24K | 3.47% | 11 |
|
|
2022
Q2 | $7.1M | Sell |
49,361
-1,194
| -2% | -$179K | 3.49% | 10 |
|
|
2022
Q1 | $7.72M | Buy |
50,555
+552
| +1% | +$86.4K | 3.24% | 10 |
|
|
2021
Q4 | $8.18M | Buy |
50,003
+85
| +0.2% | +$12.6K | 3.24% | 8 |
|
|
2021
Q3 | $6.98M | Sell |
49,918
-2,676
| -5% | -$379K | 3.13% | 12 |
|
|
2021
Q2 | $7.1M | Buy |
52,594
+1,732
| +3% | +$234K | 3.08% | 11 |
|
|
2021
Q1 | $6.89M | Sell |
50,862
-3,146
| -6% | -$410K | 3.35% | 10 |
|
|
2020
Q4 | $7.51M | Sell |
54,008
-82
| -0.2% | -$11.5K | 3.74% | 7 |
|
|
2020
Q3 | $7.52M | Sell |
54,090
-55
| -0.1% | -$7.3K | 4.37% | 7 |
|
|
2020
Q2 | $6.47M | Buy |
54,145
+160
| +0.3% | +$18.7K | 4.03% | 9 |
|
|
2020
Q1 | $5.94M | Buy |
53,985
+733
| +1% | +$88K | 4.23% | 8 |
|
|
2019
Q4 | $6.65M | Buy |
53,252
+3,099
| +6% | +$379K | 3.82% | 6 |
|
|
2019
Q3 | $6.24M | Sell |
50,153
-105
| -0.2% | -$12.4K | 4% | 8 |
|
|
2019
Q2 | $5.51M | Sell |
50,258
-71
| -0.1% | -$7.57K | 3.59% | 10 |
|
|
2019
Q1 | $5.24M | Sell |
50,329
-267
| -0.5% | -$26K | 3.55% | 9 |
|
|
2018
Q4 | $4.65M | Sell |
50,596
-505
| -1% | -$45.1K | 3.57% | 10 |
|
|
2018
Q3 | $4.25M | Buy |
51,101
+5
| +0% | +$409 | 2.81% | 11 |
|
|
2018
Q2 | $3.99M | Buy |
51,096
+4,762
| +10% | +$358K | 2.89% | 11 |
|
|
2018
Q1 | $3.67M | Buy |
46,334
+3,297
| +8% | +$275K | 2.72% | 13 |
|
|
2017
Q4 | $3.95M | Sell |
43,037
-283
| -0.7% | -$25.5K | 2.76% | 13 |
|
|
2017
Q3 | $3.94M | Sell |
43,320
-1,183
| -3% | -$108K | 2.9% | 12 |
|
|
2017
Q2 | $3.88M | Sell |
44,503
-530
| -1% | -$46.7K | 2.88% | 11 |
|
|
2017
Q1 | $4.05M | Sell |
45,033
-482
| -1% | -$42.7K | 3.1% | 11 |
|
|
2016
Q4 | $3.83M | Buy |
45,515
+670
| +1% | +$57.1K | 3.11% | 9 |
|
|
2016
Q3 | $4.02M | Sell |
44,845
-3,164
| -7% | -$275K | 3.52% | 9 |
|
|
2016
Q2 | $4.07M | Buy |
48,009
+195
| +0.4% | +$16K | 3.38% | 8 |
|
|
2016
Q1 | $3.94M | Sell |
47,814
-609
| -1% | -$49.1K | 3.39% | 9 |
|
|
2015
Q4 | $3.85M | Sell |
48,423
-1,832
| -4% | -$140K | 3.38% | 8 |
|
|
2015
Q3 | $3.62M | Sell |
50,255
-1,961
| -4% | -$147K | 3.34% | 8 |
|
|
2015
Q2 | $4.08M | Sell |
52,216
-352
| -0.7% | -$28.3K | 3.48% | 7 |
|
|
2015
Q1 | $4.31M | Sell |
52,568
-462
| -0.9% | -$39.7K | 3.55% | 7 |
|
|
2014
Q4 | $4.83M | Buy |
53,030
+293
| +0.6% | +$25.8K | 3.92% | 6 |
|
|
2014
Q3 | $4.42M | Buy |
52,737
+47
| +0.1% | +$3.85K | 3.74% | 6 |
|
|
2014
Q2 | $4.14M | Buy |
52,690
+3,126
| +6% | +$252K | 3.43% | 7 |
|
|
2014
Q1 | $3.99M | Buy |
49,564
+4,838
| +11% | +$381K | 3.8% | 7 |
|
|
2013
Q4 | $3.64M | Buy |
+44,726
| New | +$3.64M | 3.75% | 7 |
|
Other funds holding PG
VCM
VPM
Wills Financial Group's PG Position: Q1 2026 in Review
Wills Financial Group reduced its Procter & Gamble (PG) stake by 2.7% in Q1 2026, selling an estimated $207K and leaving 49,726 shares worth $7.07M. The position accounts for 2.67% of the portfolio, ranked #12.
Wills Financial Group first reported a position in PG in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.73M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Wills Financial Group held 49,726 shares of Procter & Gamble worth $7.07M as of Q1 2026.
- Wills Financial Group sold 1,368 Procter & Gamble shares in Q1 2026, an estimated $207K.
- Procter & Gamble made up 2.67% of Wills Financial Group's portfolio in Q1 2026, its #12 holding.
- Wills Financial Group first reported a position in Procter & Gamble in Q4 2013 and has held it in 50 quarters since.
- Wills Financial Group's Procter & Gamble position peaked at $8.73M in Q3 2024.
- 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.