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Apexium Financial’s Procter & Gamble PG Stock Holding History

Apexium 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
2025
Q3 		$943K Sell
6,134
-223
-4% -$34.8K 0.05% 137
2025
Q2 		$1.01M Sell
6,357
-12
-0.2% -$1.96K 0.05% 127
2025
Q1 		$1.09M Buy
6,369
+1,547
+32% +$259K 0.06% 115
2024
Q4 		$808K Buy
4,822
+931
+24% +$159K 0.05% 121
2024
Q3 		$674K Buy
3,891
+98
+3% +$16.6K 0.04% 118
2024
Q2 		$626K Buy
3,793
+344
+10% +$56.2K 0.04% 122
2024
Q1 		$560K Sell
3,449
-2,689
-44% -$422K 0.04% 126
2023
Q4 		$900K Buy
6,138
+2,281
+59% +$338K 0.06% 124
2023
Q3 		$563K Sell
3,857
-199
-5% -$30.4K 0.06% 122
2023
Q2 		$616K Buy
4,056
+611
+18% +$92.1K 0.05% 121
2023
Q1 		$512K Buy
3,445
+1
+0% +$143 0.05% 129
2022
Q4 		$522K Sell
3,444
-397
-10% -$55.7K 0.05% 129
2022
Q3 		$485K Buy
+3,841
New +$546K 0.06% 124
2020
Q1 		– Sell
-2,017
Closed -$252K – 76
2019
Q4 		$252K Buy
+2,017
New +$247K 0.33% 56

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apexium Financial's PG Position: Q3 2025 in Review

Apexium Financial reduced its Procter & Gamble (PG) stake by 3.5% in Q3 2025, selling an estimated $34.8K and leaving 6,134 shares worth $943K. The position accounts for 0.05% of the portfolio, ranked #137.

Apexium Financial first reported a position in PG in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.09M in Q1 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Apexium Financial held 6,134 shares of Procter & Gamble worth $943K as of Q3 2025.
  • Apexium Financial sold 223 Procter & Gamble shares in Q3 2025, an estimated $34.8K.
  • Procter & Gamble made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #137 holding.
  • Apexium Financial first reported a position in Procter & Gamble in Q4 2019 and has held it in 14 quarters since.
  • Apexium Financial's Procter & Gamble position peaked at $1.09M in Q1 2025.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.