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Beaumont Asset Management’s Procter & Gamble PG Stock Holding History

Beaumont Asset Management’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 		– Sell
-2,358
Closed -$376K – 72
2025
Q2 		$376K Buy
2,358
+98
+4% +$16K 0.2% 53
2025
Q1 		$385K Sell
2,260
-2,236
-50% -$375K 0.23% 57
2024
Q4 		$754K Hold
4,496
– – 0.44% 35
2024
Q3 		$779K Hold
4,496
– – 0.45% 38
2024
Q2 		$741K Sell
4,496
-337
-7% -$55.1K 0.48% 39
2024
Q1 		$784K Buy
+4,833
New +$758K 0.52% 39
2020
Q1 		– Sell
-10,590
Closed -$1.32M – 64
2019
Q4 		$1.32M Buy
+10,590
New +$1.3M 1.26% 19

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

Beaumont Asset Management's PG Position: Q3 2025 in Review

Beaumont Asset Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 2,358 shares — an estimated $376K sold.

Beaumont Asset Management first reported a position in PG in Q4 2019 and held it in 7 quarters. The position peaked at $1.32M in Q4 2019. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Beaumont Asset Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Beaumont Asset Management sold 2,358 Procter & Gamble shares in Q3 2025, an estimated $376K.
  • Beaumont Asset Management first reported a position in Procter & Gamble in Q4 2019 and held it in 7 quarters.
  • Beaumont Asset Management's Procter & Gamble position peaked at $1.32M in Q4 2019.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Beaumont Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.