Biltmore Family Office’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.77M Sell
26,095
-25
-0.1% -$3.79K 0.53% 40
2025
Q4
$3.74M Buy
26,120
+539
+2% +$79.5K 0.52% 40
2025
Q3
$3.93M Buy
25,581
+1,113
+5% +$174K 0.56% 36
2025
Q2
$3.9M Sell
24,468
-952
-4% -$155K 0.66% 32
2025
Q1
$4.33M Buy
25,420
+1,000
+4% +$167K 0.74% 23
2024
Q4
$4.09M Sell
24,420
-326
-1% -$55.5K 0.69% 26
2024
Q3
$4.29M Buy
24,746
+1,563
+7% +$265K 0.73% 23
2024
Q2
$3.82M Buy
23,183
+350
+2% +$57.2K 0.7% 23
2024
Q1
$3.7M Hold
22,833
0.73% 24
2023
Q4
$3.35M Buy
22,833
+88
+0.4% +$13K 0.69% 22
2023
Q3
$3.32M Sell
22,745
-52
-0.2% -$7.94K 0.75% 19
2023
Q2
$3.46M Sell
22,797
-717
-3% -$108K 0.73% 20
2023
Q1
$3.5M Sell
23,514
-5,357
-19% -$766K 0.74% 21
2022
Q4
$4.38M Sell
28,871
-326
-1% -$45.7K 0.9% 15
2022
Q3
$3.69M Buy
29,197
+50
+0.2% +$7.1K 0.84% 17
2022
Q2
$4.19M Sell
29,147
-725
-2% -$109K 1.05% 14
2022
Q1
$4.56M Sell
29,872
-1,800
-6% -$282K 0.98% 13
2021
Q4
$5.18M Buy
31,672
+8,426
+36% +$1.25M 0.99% 15
2021
Q3
$3.25M Hold
23,246
0.79% 20
2021
Q2
$3.14M Buy
23,246
+1
+0% +$135 0.89% 15
2021
Q1
$3.15M Buy
23,245
+1
+0% +$130 0.98% 16
2020
Q4
$3.23M Sell
23,244
-39
-0.2% -$5.45K 0.97% 15
2020
Q3
$3.24M Sell
23,283
-3,011
-11% -$400K 1.81% 14
2020
Q2
$3.14M Hold
26,294
1.89% 13
2020
Q1
$2.89M Buy
26,294
+433
+2% +$52K 1.9% 13
2019
Q4
$3.23M Buy
25,861
+1,212
+5% +$148K 1.3% 25
2019
Q3
$3.07M Hold
24,649
1.32% 26
2019
Q2
$2.7M Sell
24,649
-722
-3% -$77K 1.46% 24
2019
Q1
$2.64M Buy
25,371
+412
+2% +$40.1K 1.34% 25
2018
Q4
$2.29M Buy
24,959
+1,151
+5% +$103K 1.3% 24
2018
Q3
$1.98M Hold
23,808
0.94% 34
2018
Q2
$1.86M Sell
23,808
-2,700
-10% -$203K 0.92% 33
2018
Q1
$2.1M Buy
26,508
+649
+3% +$54.1K 0.93% 34
2017
Q4
$2.38M Buy
+25,859
New +$2.33M 1.07% 33

Other funds holding PG

Biltmore Family Office's PG Position: Q1 2026 in Review

Biltmore Family Office reduced its Procter & Gamble (PG) stake by 0.1% in Q1 2026, selling an estimated $3.79K and leaving 26,095 shares worth $3.77M. The position accounts for 0.53% of the portfolio, ranked #40.

Biltmore Family Office first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.18M in Q4 2021. 3,983 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Biltmore Family Office held 26,095 shares of Procter & Gamble worth $3.77M as of Q1 2026.
  • Biltmore Family Office sold 25 Procter & Gamble shares in Q1 2026, an estimated $3.79K.
  • Procter & Gamble made up 0.53% of Biltmore Family Office's portfolio in Q1 2026, its #40 holding.
  • Biltmore Family Office first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
  • Biltmore Family Office's Procter & Gamble position peaked at $5.18M in Q4 2021.
  • 3,983 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.