CFM Wealth Partners
PG icon

CFM Wealth Partners’s Procter & Gamble PG Stock Holding History

CFM Wealth Partners’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
Q3 		$566K Hold
3,896
– – 0.07% 94
2026
Q2 		$571K Sell
3,896
-4,759
-55% -$693K 0.07% 94
2026
Q1 		$1.25M Hold
8,655
– – 0.19% 73
2025
Q4 		$1.24M Sell
8,655
-628
-7% -$92.6K 0.18% 70
2025
Q3 		$1.43M Sell
9,283
-1,241
-12% -$194K 0.21% 64
2025
Q2 		$1.68M Buy
10,524
+451
+4% +$73.6K 0.27% 62
2025
Q1 		$1.72M Buy
10,073
+682
+7% +$114K 0.3% 63
2024
Q4 		$1.57M Buy
9,391
+966
+11% +$165K 0.27% 64
2024
Q3 		$1.46M Buy
8,425
+1,369
+19% +$232K 0.25% 65
2024
Q2 		$1.16M Sell
7,056
-122
-2% -$19.9K 0.21% 73
2024
Q1 		$1.16M Buy
7,178
+428
+6% +$67.1K 0.23% 74
2023
Q4 		$989K Sell
6,750
-206
-3% -$30.5K 0.22% 75
2023
Q3 		$1.01M Buy
6,956
+20
+0.3% +$3.06K 0.27% 67
2023
Q2 		$1.05M Sell
6,936
-81
-1% -$12.2K 0.26% 81
2023
Q1 		$1.04M Sell
7,017
-419
-6% -$59.9K 0.28% 75
2022
Q4 		$1.13M Sell
7,436
-379
-5% -$53.1K 0.34% 72
2022
Q3 		$987K Buy
7,815
+3,465
+80% +$492K 0.32% 73
2022
Q2 		$625K Buy
4,350
+885
+26% +$133K 0.19% 95
2022
Q1 		$529K Buy
3,465
+426
+14% +$66.6K 0.13% 110
2021
Q4 		$495K Sell
3,039
-100
-3% -$14.8K 0.11% 111
2021
Q3 		$438K Hold
3,139
– – 0.11% 117
2021
Q2 		$424K Hold
3,139
– – 0.11% 110
2021
Q1 		$425K Buy
3,139
+300
+11% +$39.1K 0.13% 106
2020
Q4 		$395K Buy
2,839
+100
+4% +$14K 0.13% 100
2020
Q3 		$380K Sell
2,739
-1,400
-34% -$186K 0.14% 97
2020
Q2 		$494K Buy
4,139
+339
+9% +$39.5K 0.19% 84
2020
Q1 		$418K Hold
3,800
– – 0.19% 82
2019
Q4 		$479K Buy
+3,800
New +$465K 0.18% 88

Other funds holding PG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

CFM Wealth Partners's PG Position: Q3 2026 in Review

CFM Wealth Partners held its Procter & Gamble (PG) position steady in Q3 2026 at 3,896 shares worth $566K. The position accounts for 0.07% of the portfolio, ranked #94.

CFM Wealth Partners first reported a position in PG in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.72M in Q1 2025. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • CFM Wealth Partners held 3,896 shares of Procter & Gamble worth $566K as of Q3 2026.
  • CFM Wealth Partners left its Procter & Gamble share count unchanged in Q3 2026.
  • Procter & Gamble made up 0.07% of CFM Wealth Partners's portfolio in Q3 2026, its #94 holding.
  • CFM Wealth Partners first reported a position in Procter & Gamble in Q4 2019 and has held it in 28 quarters since.
  • CFM Wealth Partners's Procter & Gamble position peaked at $1.72M in Q1 2025.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.