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WJ Financial Advisors’s Procter & Gamble PG Stock Holding History

WJ Financial Advisors’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 		$240K Buy
1,660
+22
+1% +$3.33K 0.19% 112
2025
Q4 		$235K Sell
1,638
-238
-13% -$35.1K 0.21% 104
2025
Q3 		$288K Buy
+1,876
New +$293K 0.28% 88

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

WJ Financial Advisors's PG Position: Q1 2026 in Review

WJ Financial Advisors increased its Procter & Gamble (PG) stake by 1.3% in Q1 2026, buying an estimated $3.33K and bringing the position to 1,660 shares worth $240K. The position accounts for 0.19% of the portfolio, ranked #112.

WJ Financial Advisors first reported a position in PG in Q3 2025 and has held it in 3 quarters since. The position peaked at $288K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • WJ Financial Advisors held 1,660 shares of Procter & Gamble worth $240K as of Q1 2026.
  • WJ Financial Advisors bought 22 Procter & Gamble shares in Q1 2026, an estimated $3.33K.
  • Procter & Gamble made up 0.19% of WJ Financial Advisors's portfolio in Q1 2026, its #112 holding.
  • WJ Financial Advisors first reported a position in Procter & Gamble in Q3 2025 and has held it in 3 quarters since.
  • WJ Financial Advisors's Procter & Gamble position peaked at $288K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on WJ Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.