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Beacon Financial Advisory’s Procter & Gamble PG Stock Holding History

Beacon Financial Advisory’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 		$1.34M Buy
9,246
+148
+2% +$22.4K 0.3% 79
2025
Q4 		$1.3M Sell
9,098
-396
-4% -$58.4K 0.3% 80
2025
Q3 		$1.46M Buy
9,494
+6,081
+178% +$950K 0.34% 72
2025
Q2 		$544K Buy
3,413
+312
+10% +$50.9K 0.14% 188
2025
Q1 		$528K Buy
3,101
+242
+8% +$40.5K 0.16% 162
2024
Q4 		$479K Buy
2,859
+211
+8% +$35.9K 0.16% 167
2024
Q3 		$459K Buy
2,648
+59
+2% +$10K 0.16% 170
2024
Q2 		$427K Buy
2,589
+56
+2% +$9.15K 0.16% 163
2024
Q1 		$411K Sell
2,533
-9,804
-79% -$1.54M 0.2% 140
2023
Q4 		$1.81M Sell
12,337
-40
-0.3% -$5.92K 0.87% 23
2023
Q3 		$1.81M Buy
12,377
+49
+0.4% +$7.49K 1% 21
2023
Q2 		$1.87M Buy
12,328
+240
+2% +$36.2K 1.07% 16
2023
Q1 		$1.8M Buy
12,088
+3
+0% +$429 1.14% 16
2022
Q4 		$1.83M Sell
12,085
-248
-2% -$34.8K 1.31% 16
2022
Q3 		$1.56M Sell
12,333
-1,791
-13% -$254K 1.11% 22
2022
Q2 		$2.03M Sell
14,124
-393
-3% -$59.1K 1.16% 16
2022
Q1 		$2.22M Buy
14,517
+46
+0.3% +$7.2K 1.06% 20
2021
Q4 		$2.37M Buy
14,471
+118
+0.8% +$17.5K 1.09% 18
2021
Q3 		$2.01M Buy
14,353
+21
+0.1% +$2.98K 1.04% 21
2021
Q2 		$1.93M Sell
14,332
-521
-4% -$70.5K 1.04% 21
2021
Q1 		$2.01M Buy
14,853
+1,542
+12% +$201K 1.15% 18
2020
Q4 		$1.85M Buy
13,311
+9,208
+224% +$1.29M 1.2% 19
2020
Q3 		$570K Buy
4,103
+274
+7% +$36.4K 0.5% 61
2020
Q2 		$457K Hold
3,829
– – 0.5% 59
2020
Q1 		$421K Sell
3,829
-602
-14% -$72.3K 0.54% 61
2019
Q4 		$553K Buy
+4,431
New +$542K 0.47% 60

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

Beacon Financial Advisory's PG Position: Q1 2026 in Review

Beacon Financial Advisory increased its Procter & Gamble (PG) stake by 1.6% in Q1 2026, buying an estimated $22.4K and bringing the position to 9,246 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #79.

Beacon Financial Advisory first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.37M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Beacon Financial Advisory held 9,246 shares of Procter & Gamble worth $1.34M as of Q1 2026.
  • Beacon Financial Advisory bought 148 Procter & Gamble shares in Q1 2026, an estimated $22.4K.
  • Procter & Gamble made up 0.3% of Beacon Financial Advisory's portfolio in Q1 2026, its #79 holding.
  • Beacon Financial Advisory first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Procter & Gamble position peaked at $2.37M in Q4 2021.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.