Asset Planning Services Inc’s Procter & Gamble PG Stock Holding History

Asset Planning Services Inc’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	$844K	Hold	5,844	–	–	0.37%	26
2025 Q4	$837K	Sell	5,844 -240	-4%	-$35.4K	0.37%	25
2025 Q3	$935K	Hold	6,084	–	–	0.39%	25
2025 Q2	$969K	Hold	6,084	–	–	0.45%	25
2025 Q1	$1.04M	Hold	6,084	–	–	0.53%	27
2024 Q4	$1.02M	Sell	6,084 -155	-2%	-$26.4K	0.5%	26
2024 Q3	$1.08M	Hold	6,239	–	–	0.53%	26
2024 Q2	$1.03M	Hold	6,239	–	–	0.54%	26
2024 Q1	$1.01M	Hold	6,239	–	–	0.57%	26
2023 Q4	$914K	Sell	6,239 -48	-0.8%	-$7.11K	0.56%	28
2023 Q3	$917K	Hold	6,287	–	–	0.6%	26
2023 Q2	$954K	Hold	6,287	–	–	0.59%	29
2023 Q1	$935K	Hold	6,287	–	–	0.59%	29
2022 Q4	$953K	Sell	6,287 -225	-3%	-$31.5K	0.6%	29
2022 Q3	$822K	Hold	6,512	–	–	0.58%	29
2022 Q2	$936K	Hold	6,512	–	–	0.61%	29
2022 Q1	$995K	Hold	6,512	–	–	0.57%	29
2021 Q4	$1.06M	Sell	6,512 -190	-3%	-$28.2K	0.57%	32
2021 Q3	$937K	Hold	6,702	–	–	0.55%	31
2021 Q2	$904K	Hold	6,702	–	–	0.52%	31
2021 Q1	$908K	Hold	6,702	–	–	0.55%	32
2020 Q4	$933K	Hold	6,702	–	–	0.6%	30
2020 Q3	$932K	Hold	6,702	–	–	0.64%	30
2020 Q2	$801K	Sell	6,702 -300	-4%	-$35K	0.58%	31
2020 Q1	$770K	Sell	7,002 -400	-5%	-$48K	0.64%	29
2019 Q4	$925K	Sell	7,402 -400	-5%	-$48.9K	0.59%	33
2019 Q3	$970K	Hold	7,802	–	–	0.63%	33
2019 Q2	$855K	Hold	7,802	–	–	0.56%	34
2019 Q1	$812K	Hold	7,802	–	–	0.56%	33
2018 Q4	$717K	Buy	+7,802	New	+$697K	0.54%	34

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Services Inc's PG Position: Q1 2026 in Review

Asset Planning Services Inc held its Procter & Gamble (PG) position steady in Q1 2026 at 5,844 shares worth $844K. The position accounts for 0.37% of the portfolio, ranked #26.

Asset Planning Services Inc first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.08M in Q3 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Asset Planning Services Inc held 5,844 shares of Procter & Gamble worth $844K as of Q1 2026.
Asset Planning Services Inc left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.37% of Asset Planning Services Inc's portfolio in Q1 2026, its #26 holding.
Asset Planning Services Inc first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
Asset Planning Services Inc's Procter & Gamble position peaked at $1.08M in Q3 2024.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.