Capstone Wealth Management Group (Oregon)’s Procter & Gamble PG Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$207K	Buy	1,433 +10	+0.7%	+$1.52K	0.13%	119
2025 Q4	$204K	Hold	1,423	–	–	0.12%	121
2025 Q3	$219K	Buy	1,423 +23	+2%	+$3.59K	0.14%	114
2025 Q2	$223K	Hold	1,400	–	–	0.16%	96
2025 Q1	$239K	Hold	1,400	–	–	0.19%	85
2024 Q4	$235K	Buy	+1,400	New	+$238K	0.18%	88

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

Capstone Wealth Management Group (Oregon)'s PG Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Procter & Gamble (PG) stake by 0.7% in Q1 2026, buying an estimated $1.52K and bringing the position to 1,433 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #119.

Capstone Wealth Management Group (Oregon) first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $239K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 1,433 shares of Procter & Gamble worth $207K as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 10 Procter & Gamble shares in Q1 2026, an estimated $1.52K.
Procter & Gamble made up 0.13% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #119 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s Procter & Gamble position peaked at $239K in Q1 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.