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

Capstone Wealth Management Group (Pennsylvania)’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 		$866K Buy
5,993
+212
+4% +$32.1K 0.36% 50
2025
Q4 		$828K Buy
5,781
+85
+1% +$12.5K 0.35% 43
2025
Q3 		$875K Sell
5,696
-714
-11% -$112K 0.37% 40
2025
Q2 		$1.02M Sell
6,410
-500
-7% -$81.6K 0.98% 24
2025
Q1 		$1.18M Sell
6,910
-137
-2% -$22.9K 0.67% 36
2024
Q4 		$1.18M Buy
7,047
+15
+0.2% +$2.56K 0.63% 41
2024
Q3 		$1.22M Sell
7,032
-3,482
-33% -$591K 0.72% 34
2024
Q2 		$1.73M Buy
10,514
+551
+6% +$90.1K 1.13% 26
2024
Q1 		$1.62M Buy
9,963
+452
+5% +$70.9K 1.16% 21
2023
Q4 		$1.39M Buy
9,511
+1,684
+22% +$249K 1.32% 18
2023
Q3 		$1.14M Buy
7,827
+112
+1% +$17.1K 1.18% 23
2023
Q2 		$1.17M Buy
7,715
+76
+1% +$11.5K 1.21% 20
2023
Q1 		$1.14M Sell
7,639
-243
-3% -$34.7K 1.26% 17
2022
Q4 		$1.19M Buy
7,882
+312
+4% +$43.7K 1.29% 20
2022
Q3 		$956K Buy
7,570
+27
+0.4% +$3.83K 1.22% 23
2022
Q2 		$1.08M Sell
7,543
-102
-1% -$15.3K 1.31% 22
2022
Q1 		$1.17M Buy
7,645
+136
+2% +$21.3K 1.17% 21
2021
Q4 		$1.23M Buy
+7,509
New +$1.11M 1% 24

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capstone Wealth Management Group (Pennsylvania) increased its Procter & Gamble (PG) stake by 3.7% in Q1 2026, buying an estimated $32.1K and bringing the position to 5,993 shares worth $866K. The position accounts for 0.36% of the portfolio, ranked #50.

Capstone Wealth Management Group (Pennsylvania) first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73M in Q2 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 5,993 shares of Procter & Gamble worth $866K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 212 Procter & Gamble shares in Q1 2026, an estimated $32.1K.
  • Procter & Gamble made up 0.36% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #50 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Procter & Gamble position peaked at $1.73M in Q2 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.