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Appleton Partners’s Procter & Gamble PG Stock Holding History

Appleton Partners’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 		$7.73M Sell
52,716
-7,790
-13% -$1.13M 0.47% 60
2026
Q1 		$8.74M Sell
60,506
-716
-1% -$109K 0.61% 57
2025
Q4 		$8.77M Sell
61,222
-1,749
-3% -$258K 0.58% 58
2025
Q3 		$9.68M Sell
62,971
-733
-1% -$114K 0.65% 54
2025
Q2 		$10.1M Sell
63,704
-2,412
-4% -$394K 0.72% 50
2025
Q1 		$11.3M Buy
66,116
+770
+1% +$129K 0.87% 37
2024
Q4 		$11M Sell
65,346
-3,517
-5% -$599K 0.81% 42
2024
Q3 		$11.9M Sell
68,863
-1,476
-2% -$251K 0.88% 37
2024
Q2 		$11.6M Sell
70,339
-1,832
-3% -$300K 0.89% 37
2024
Q1 		$11.7M Sell
72,171
-5,645
-7% -$885K 0.91% 33
2023
Q4 		$11.4M Sell
77,816
-1,009
-1% -$149K 0.92% 28
2023
Q3 		$11.5M Buy
78,825
+2,580
+3% +$394K 1.02% 22
2023
Q2 		$11.6M Sell
76,245
-1,258
-2% -$190K 0.98% 25
2023
Q1 		$11.5M Buy
77,503
+2,395
+3% +$342K 1.03% 25
2022
Q4 		$11.4M Sell
75,108
-579
-0.8% -$81.2K 1.08% 23
2022
Q3 		$9.55M Buy
75,687
+539
+0.7% +$76.6K 0.96% 27
2022
Q2 		$10.8M Buy
75,148
+387
+0.5% +$58.2K 1.02% 27
2022
Q1 		$11.4M Sell
74,761
-33
-0% -$5.16K 0.93% 24
2021
Q4 		$12.2M Sell
74,794
-131
-0.2% -$19.4K 0.92% 26
2021
Q3 		$10.5M Sell
74,925
-1,522
-2% -$216K 0.87% 32
2021
Q2 		$10.3M Sell
76,447
-1,994
-3% -$270K 0.88% 31
2021
Q1 		$10.6M Sell
78,441
-1,412
-2% -$184K 0.99% 29
2020
Q4 		$11.1M Sell
79,853
-2,106
-3% -$294K 1.09% 27
2020
Q3 		$11.4M Sell
81,959
-837
-1% -$111K 1.26% 23
2020
Q2 		$9.9M Sell
82,796
-1,126
-1% -$131K 1.19% 23
2020
Q1 		$9.23M Sell
83,922
-469
-0.6% -$56.3K 1.28% 24
2019
Q4 		$10.5M Buy
84,391
+624
+0.7% +$76.3K 1.16% 23
2019
Q3 		$10.4M Sell
83,767
-525
-0.6% -$62K 1.26% 20
2019
Q2 		$9.24M Buy
84,292
+1,682
+2% +$179K 1.14% 24
2019
Q1 		$8.6M Buy
82,610
+7,378
+10% +$718K 1.14% 21
2018
Q4 		$6.92M Sell
75,232
-193
-0.3% -$17.3K 1.04% 24
2018
Q3 		$6.28M Sell
75,425
-905
-1% -$74K 0.84% 36
2018
Q2 		$5.96M Sell
76,330
-969
-1% -$72.9K 0.85% 36
2018
Q1 		$6.13M Sell
77,299
-1,000
-1% -$83.4K 0.93% 27
2017
Q4 		$7.19M Buy
78,299
+113
+0.1% +$10.2K 1.12% 18
2017
Q3 		$7.11M Sell
78,186
-1,546
-2% -$141K 1.2% 18
2017
Q2 		$6.95M Sell
79,732
-116
-0.1% -$10.2K 1.17% 18
2017
Q1 		$7.17M Sell
79,848
-8,034
-9% -$712K 1.32% 16
2016
Q4 		$7.39M Sell
87,882
-1,253
-1% -$107K 1.49% 17
2016
Q3 		$8M Buy
89,135
+6,666
+8% +$579K 1.51% 16
2016
Q2 		$6.98M Sell
82,469
-2,226
-3% -$183K 1.43% 22
2016
Q1 		$6.97M Sell
84,695
-2,535
-3% -$204K 1.38% 23
2015
Q4 		$6.93M Sell
87,230
-1,051
-1% -$80.3K 1.37% 25
2015
Q3 		$6.35M Buy
88,281
+7,300
+9% +$547K 1.44% 21
2015
Q2 		$6.34M Sell
80,981
-959
-1% -$77.2K 1.42% 25
2015
Q1 		$6.71M Sell
81,940
-103
-0.1% -$8.86K 1.51% 22
2014
Q4 		$7.47M Buy
82,043
+1,295
+2% +$114K 1.71% 16
2014
Q3 		$6.76M Buy
80,748
+2,471
+3% +$202K 1.58% 20
2014
Q2 		$6.15M Buy
78,277
+3,270
+4% +$264K 1.44% 22
2014
Q1 		$6.05M Buy
75,007
+1,245
+2% +$98.1K 1.43% 25
2013
Q4 		$6M Buy
73,762
+1,516
+2% +$124K 1.44% 32
2013
Q3 		$5.46M Buy
72,246
+485
+0.7% +$38.6K 1.46% 30
2013
Q2 		$5.52M Buy
+71,761
New +$5.63M 1.59% 24

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Appleton Partners's PG Position: Q2 2026 in Review

Appleton Partners reduced its Procter & Gamble (PG) stake by 13% in Q2 2026, selling an estimated $1.13M and leaving 52,716 shares worth $7.73M. The position accounts for 0.47% of the portfolio, ranked #60.

Appleton Partners first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q4 2021. 1,980 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Appleton Partners held 52,716 shares of Procter & Gamble worth $7.73M as of Q2 2026.
  • Appleton Partners sold 7,790 Procter & Gamble shares in Q2 2026, an estimated $1.13M.
  • Procter & Gamble made up 0.47% of Appleton Partners's portfolio in Q2 2026, its #60 holding.
  • Appleton Partners first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Procter & Gamble position peaked at $12.2M in Q4 2021.
  • 1,980 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.