Belmont Capital’s Procter & Gamble PG Stock Holding History

Belmont Capital’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 Q2	$180K	Sell	1,133 -40,036	-97%	-$6.53M	0.03%	126
2025 Q1	$7.02M	Buy	41,169 +12,339	+43%	+$2.07M	1.26%	15
2024 Q4	$4.83M	Hold	28,830	–	–	0.79%	16
2024 Q3	$4.99M	Buy	28,830 +8,650	+43%	+$1.47M	0.83%	16
2024 Q2	$3.33M	Sell	20,180 -500	-2%	-$81.7K	0.62%	18
2024 Q1	$3.36M	Buy	20,680 +2,887	+16%	+$453K	0.92%	16
2023 Q4	$2.61M	Buy	17,793 +9,803	+123%	+$1.45M	1.11%	13
2023 Q3	$1.17M	Buy	7,990 +7,519	+1,596%	+$1.15M	0.63%	19
2023 Q2	$71.5K	Buy	471 +196	+71%	+$29.5K	0.04%	62
2023 Q1	$40.9K	Hold	275	–	–	0.03%	50
2022 Q4	$42K	Sell	275 -110	-29%	-$15.4K	0.04%	49
2022 Q3	$49K	Buy	385 +110	+40%	+$15.6K	0.06%	39
2022 Q2	$40K	Hold	275	–	–	0.05%	33
2022 Q1	$42K	Hold	275	–	–	0.04%	31
2021 Q4	$45K	Hold	275	–	–	0.04%	33
2021 Q3	$38K	Hold	275	–	–	0.03%	36
2021 Q2	$37K	Hold	275	–	–	0.04%	34
2021 Q1	$37K	Hold	275	–	–	0.05%	30
2020 Q4	$38K	Hold	275	–	–	0.02%	28
2020 Q3	$38K	Hold	275	–	–	0.01%	28
2020 Q2	$33K	Hold	275	–	–	0.02%	28
2020 Q1	$30K	Hold	275	–	–	0.03%	25
2019 Q4	$34K	Buy	+275	New	+$33.6K	0.03%	24

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Belmont Capital's PG Position: Q2 2025 in Review

Belmont Capital reduced its Procter & Gamble (PG) stake by 97% in Q2 2025, selling an estimated $6.53M and leaving 1,133 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #126.

Belmont Capital first reported a position in PG in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.02M in Q1 2025. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Belmont Capital held 1,133 shares of Procter & Gamble worth $180K as of Q2 2025.
Belmont Capital sold 40,036 Procter & Gamble shares in Q2 2025, an estimated $6.53M.
Procter & Gamble made up 0.03% of Belmont Capital's portfolio in Q2 2025, its #126 holding.
Belmont Capital first reported a position in Procter & Gamble in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's Procter & Gamble position peaked at $7.02M in Q1 2025.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.