Boit C.F. David’s Procter & Gamble PG Stock Holding History

Boit C.F. David’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	$3.65M	Hold	25,274	–	–	1.62%	22
2025 Q4	$3.59M	Hold	25,274	–	–	1.55%	23
2025 Q3	$3.88M	Hold	25,274	–	–	1.76%	21
2025 Q2	$4.03M	Hold	25,274	–	–	1.94%	21
2025 Q1	$4.31M	Hold	25,274	–	–	2.16%	18
2024 Q4	$4.24M	Hold	25,274	–	–	1.72%	18
2024 Q3	$4.35M	Hold	25,274	–	–	2.15%	17
2024 Q2	$4.17M	Hold	25,274	–	–	2.17%	17
2024 Q1	$4.13M	Hold	25,274	–	–	2.26%	14
2023 Q4	$3.74M	Buy	25,274 +1,602	+7%	+$237K	2.11%	16
2023 Q3	$3.44M	Hold	23,672	–	–	2.35%	15
2023 Q2	$3.59M	Hold	23,672	–	–	2.38%	14
2023 Q1	$3.58M	Hold	23,672	–	–	2.45%	14
2022 Q4	$3.59M	Hold	23,672	–	–	2.56%	13
2022 Q3	$2.99M	Buy	+23,672	New	+$3.36M	2.43%	15
2022 Q1	$3.93M	Sell	23,672 -332	-1%	-$51.9K	2.58%	14
2021 Q4	$3.93M	Hold	24,004	–	–	2.49%	15
2021 Q3	$3.35M	Hold	24,004	–	–	2.3%	15
2021 Q2	$3.24M	Buy	+24,004	New	+$3.25M	2.47%	14

Other funds holding PG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boit C.F. David's PG Position: Q1 2026 in Review

Boit C.F. David held its Procter & Gamble (PG) position steady in Q1 2026 at 25,274 shares worth $3.65M. The position accounts for 1.62% of the portfolio, ranked #22.

Boit C.F. David first reported a position in PG in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.35M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Boit C.F. David held 25,274 shares of Procter & Gamble worth $3.65M as of Q1 2026.
Boit C.F. David left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 1.62% of Boit C.F. David's portfolio in Q1 2026, its #22 holding.
Boit C.F. David first reported a position in Procter & Gamble in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Procter & Gamble position peaked at $4.35M in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.