SEC 13F Intelligence

Wambolt & Associates, LLC / PG

Wambolt & Associates, LLC’s Procter & Gamble Co Position

Does Wambolt & Associates, LLC own Procter & Gamble Co (PG)? Yes22.4K shares worth $4M (+1.21% of its 13F portfolio) as of Q2 2025, up from 19.4K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
22.4K
% of Portfolio
+1.21%
Quarters Held
27
currently held

Position History PG

Reported value by quarter
Q4 ’18: $390,000Q4 ’18Q1 ’19: $590,000Q2 ’19: $710,000Q3 ’19: $841,000Q4 ’19: $938,000Q4 ’19Q1 ’20: $833,000Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202522.4K$4M+1.21%
Q1 202519.4K$3M+1.12%
Q4 202419.4K$3M+1.04%
Q3 202425.9K$4M+1.23%
Q2 202425.6K$4M+1.21%
Q1 202425.5K$4M+1.22%
Q4 202322.5K$3M+1.08%
Q3 202322.3K$3M+1.17%
Q2 202319.7K$3M+1.07%
Q1 202318.7K$3M+0.99%
Q4 202218.2K$3M+1.06%
Q3 202217.9K$2M+0.96%
Q2 202221.5K$3M+1.24%
Q1 202220.5K$3M+1.16%
Q4 202119.9K$3M+1.18%
Q3 202118.8K$3M+1.05%
Q2 202117.0K$2M+0.98%
Q1 202110.9K$1M+0.77%
Q4 202010.6K$1M+0.88%
Q3 20209.5K$1M+0.99%
Q2 20208.9K$1M+0.84%
Q1 20207.6K$833,000+0.86%
Q4 20197.5K$938,000+0.71%
Q3 20196.8K$841,000+0.69%
Q2 20196.5K$710,000+0.60%
Q1 20195.6K$590,000+0.54%
Q4 20184.2K$390,000+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of PG.