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Womack Financial’s Procter & Gamble PG Stock Holding History

Womack Financial’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 		$235K Buy
1,601
+51
+3% +$7.42K 0.16% 65
2026
Q1 		$224K Hold
1,550
– – 0.16% 69
2025
Q4 		$222K Sell
1,550
-12
-0.8% -$1.77K 0.16% 65
2025
Q3 		$240K Sell
1,562
-4
-0.3% -$625 0.18% 66
2025
Q2 		$249K Buy
1,566
+16
+1% +$2.61K 0.21% 63
2025
Q1 		$264K Hold
1,550
– – 0.24% 60
2024
Q4 		$260K Buy
+1,550
New +$264K 0.23% 60

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

Womack Financial's PG Position: Q2 2026 in Review

Womack Financial increased its Procter & Gamble (PG) stake by 3.3% in Q2 2026, buying an estimated $7.42K and bringing the position to 1,601 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #65.

Womack Financial first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Womack Financial held 1,601 shares of Procter & Gamble worth $235K as of Q2 2026.
  • Womack Financial bought 51 Procter & Gamble shares in Q2 2026, an estimated $7.42K.
  • Procter & Gamble made up 0.16% of Womack Financial's portfolio in Q2 2026, its #65 holding.
  • Womack Financial first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Womack Financial's Procter & Gamble position peaked at $264K in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.