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Beacon Investment Advisors’s Procter & Gamble PG Stock Holding History

Beacon Investment Advisors’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 		$366K Sell
2,532
-56
-2% -$8.49K 0.14% 129
2025
Q4 		$371K Buy
2,588
+13
+0.5% +$1.92K 0.15% 124
2025
Q3 		$396K Buy
2,575
+872
+51% +$136K 0.16% 120
2025
Q2 		$272K Buy
1,703
+8
+0.5% +$1.31K 0.12% 138
2025
Q1 		$289K Buy
+1,695
New +$284K 0.14% 132

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 Investment Advisors's PG Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Procter & Gamble (PG) stake by 2.2% in Q1 2026, selling an estimated $8.49K and leaving 2,532 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #129.

Beacon Investment Advisors first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $396K in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Beacon Investment Advisors held 2,532 shares of Procter & Gamble worth $366K as of Q1 2026.
  • Beacon Investment Advisors sold 56 Procter & Gamble shares in Q1 2026, an estimated $8.49K.
  • Procter & Gamble made up 0.14% of Beacon Investment Advisors's portfolio in Q1 2026, its #129 holding.
  • Beacon Investment Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisors's Procter & Gamble position peaked at $396K in Q3 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.