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Windle Wealth’s Procter & Gamble PG Stock Holding History

Windle Wealth’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 		$8.03M Sell
55,610
-3,878
-7% -$588K 3.39% 19
2025
Q4 		$8.53M Buy
59,488
+4,811
+9% +$709K 3.82% 10
2025
Q3 		$8.4M Buy
54,677
+4,851
+10% +$758K 3.76% 11
2025
Q2 		$7.94M Buy
49,826
+618
+1% +$101K 3.88% 10
2025
Q1 		$8.39M Buy
49,208
+1,423
+3% +$238K 4.32% 7
2024
Q4 		$8.01M Buy
47,785
+1,583
+3% +$270K 4.43% 7
2024
Q3 		$8M Buy
46,202
+1,348
+3% +$229K 4.35% 8
2024
Q2 		$7.4M Sell
44,854
-856
-2% -$140K 4.51% 4
2024
Q1 		$7.42M Buy
45,710
+692
+2% +$109K 4.72% 2
2023
Q4 		$6.6M Sell
45,018
-732
-2% -$108K 4.63% 3
2023
Q3 		$6.67M Buy
45,750
+560
+1% +$85.5K 4.98% 2
2023
Q2 		$6.86M Sell
45,190
-785
-2% -$118K 4.95% 3
2023
Q1 		$6.84M Buy
45,975
+918
+2% +$131K 5.07% 2
2022
Q4 		$6.83M Buy
+45,057
New +$6.32M 5.33% 3

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

Windle Wealth's PG Position: Q1 2026 in Review

Windle Wealth reduced its Procter & Gamble (PG) stake by 6.5% in Q1 2026, selling an estimated $588K and leaving 55,610 shares worth $8.03M. The position accounts for 3.39% of the portfolio, ranked #19.

Windle Wealth first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.53M in Q4 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Windle Wealth held 55,610 shares of Procter & Gamble worth $8.03M as of Q1 2026.
  • Windle Wealth sold 3,878 Procter & Gamble shares in Q1 2026, an estimated $588K.
  • Procter & Gamble made up 3.39% of Windle Wealth's portfolio in Q1 2026, its #19 holding.
  • Windle Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Windle Wealth's Procter & Gamble position peaked at $8.53M in Q4 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.