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Wilson & Boucher Capital Management’s Procter & Gamble PG Stock Holding History

Wilson & Boucher Capital Management’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 		$1.5M Sell
10,246
-210
-2% -$30.6K 0.88% 28
2026
Q1 		$1.51M Sell
10,456
-608
-5% -$92.2K 1% 27
2025
Q4 		$1.59M Sell
11,064
-229
-2% -$33.8K 1.04% 24
2025
Q3 		$1.74M Sell
11,293
-399
-3% -$62.3K 1.14% 21
2025
Q2 		$1.86M Buy
11,692
+20
+0.2% +$3.26K 1.3% 18
2025
Q1 		$1.99M Sell
11,672
-181
-2% -$30.3K 1.48% 17
2024
Q4 		$1.99M Sell
11,853
-199
-2% -$33.9K 1.41% 17
2024
Q3 		$2.09M Sell
12,052
-64
-0.5% -$10.9K 1.44% 18
2024
Q2 		$2M Sell
12,116
-22
-0.2% -$3.6K 1.53% 17
2024
Q1 		$1.97M Sell
12,138
-962
-7% -$151K 1.55% 17
2023
Q4 		$1.92M Hold
13,100
– – 1.62% 16
2023
Q3 		$1.91M Buy
13,100
+350
+3% +$53.5K 1.82% 15
2023
Q2 		$1.93M Buy
12,750
+1
+0% +$151 1.74% 17
2023
Q1 		$1.9M Buy
12,749
+28
+0.2% +$4K 1.82% 16
2022
Q4 		$1.93M Buy
12,721
+95
+0.8% +$13.3K 1.98% 17
2022
Q3 		$1.59M Sell
12,626
-149
-1% -$21.2K 1.86% 16
2022
Q2 		$1.84M Sell
12,775
-800
-6% -$120K 2.02% 12
2022
Q1 		$2.07M Buy
13,575
+555
+4% +$86.8K 1.88% 14
2021
Q4 		$2.13M Buy
+13,020
New +$1.93M 1.92% 12

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

Wilson & Boucher Capital Management's PG Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Procter & Gamble (PG) stake by 2% in Q2 2026, selling an estimated $30.6K and leaving 10,246 shares worth $1.5M. The position accounts for 0.88% of the portfolio, ranked #28.

Wilson & Boucher Capital Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2021. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wilson & Boucher Capital Management held 10,246 shares of Procter & Gamble worth $1.5M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 210 Procter & Gamble shares in Q2 2026, an estimated $30.6K.
  • Procter & Gamble made up 0.88% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #28 holding.
  • Wilson & Boucher Capital Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's Procter & Gamble position peaked at $2.13M in Q4 2021.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.