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Xcel Wealth Management’s Procter & Gamble PG Stock Holding History

Xcel Wealth 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
Q1 		$739K Buy
5,113
+926
+22% +$140K 0.2% 84
2025
Q4 		$600K Buy
4,187
+611
+17% +$90.1K 0.15% 88
2025
Q3 		$549K Sell
3,576
-159
-4% -$24.8K 0.14% 94
2025
Q2 		$595K Sell
3,735
-865
-19% -$141K 0.17% 86
2025
Q1 		$784K Hold
4,600
– – 0.24% 75
2024
Q4 		$771K Sell
4,600
-60
-1% -$10.2K 0.21% 70
2024
Q3 		$807K Hold
4,660
– – 0.24% 66
2024
Q2 		$769K Sell
4,660
-1,064
-19% -$174K 0.24% 67
2024
Q1 		$929K Buy
5,724
+64
+1% +$10K 0.29% 61
2023
Q4 		$829K Sell
5,660
-29
-0.5% -$4.29K 0.29% 58
2023
Q3 		$830K Buy
5,689
+950
+20% +$145K 0.33% 58
2023
Q2 		$719K Sell
4,739
-100
-2% -$15.1K 0.23% 74
2023
Q1 		$720K Buy
4,839
+41
+0.9% +$5.86K 0.25% 68
2022
Q4 		$727K Hold
4,798
– – 0.29% 64
2022
Q3 		$606K Hold
4,798
– – 0.23% 73
2022
Q2 		$690K Buy
4,798
+3
+0.1% +$451 0.25% 66
2022
Q1 		$733K Hold
4,795
– – 0.2% 80
2021
Q4 		$784K Buy
4,795
+22
+0.5% +$3.27K 0.2% 82
2021
Q3 		$667K Hold
4,773
– – 0.19% 83
2021
Q2 		$644K Hold
4,773
– – 0.19% 85
2021
Q1 		$646K Buy
4,773
+11
+0.2% +$1.44K 0.23% 76
2020
Q4 		$662K Buy
4,762
+24
+0.5% +$3.35K 0.29% 70
2020
Q3 		$658K Hold
4,738
– – 0.34% 64
2020
Q2 		$566K Buy
4,738
+668
+16% +$77.9K 0.35% 58
2020
Q1 		$447K Buy
4,070
+12
+0.3% +$1.44K 0.4% 51
2019
Q4 		$506K Hold
4,058
– – 0.42% 45
2019
Q3 		$504K Hold
4,058
– – 0.47% 45
2019
Q2 		$444K Hold
4,058
– – 0.44% 49
2019
Q1 		$422K Buy
4,058
+35
+0.9% +$3.41K 0.44% 49
2018
Q4 		$369K Buy
+4,023
New +$360K 0.45% 48

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

Xcel Wealth Management's PG Position: Q1 2026 in Review

Xcel Wealth Management increased its Procter & Gamble (PG) stake by 22% in Q1 2026, buying an estimated $140K and bringing the position to 5,113 shares worth $739K. The position accounts for 0.2% of the portfolio, ranked #84.

Xcel Wealth Management first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $929K in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Xcel Wealth Management held 5,113 shares of Procter & Gamble worth $739K as of Q1 2026.
  • Xcel Wealth Management bought 926 Procter & Gamble shares in Q1 2026, an estimated $140K.
  • Procter & Gamble made up 0.2% of Xcel Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Xcel Wealth Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Xcel Wealth Management's Procter & Gamble position peaked at $929K in Q1 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.