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Chapman Financial Group’s Procter & Gamble PG Stock Holding History

Chapman Financial Group’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
Q2 		$1.04M Sell
7,084
-30
-0.4% -$4.37K 0.69% 39
2026
Q1 		$1.03M Sell
7,114
-59
-0.8% -$8.95K 0.74% 37
2025
Q4 		$1.03M Sell
7,173
-133
-2% -$19.6K 0.7% 40
2025
Q3 		$1.12M Buy
7,306
+1,393
+24% +$218K 0.78% 34
2025
Q2 		$942K Buy
+5,913
New +$965K 0.8% 43
2024
Q4 		$1.01M Buy
+6,049
New +$1.03M 0.81% 39

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chapman Financial Group's PG Position: Q2 2026 in Review

Chapman Financial Group reduced its Procter & Gamble (PG) stake by 0.42% in Q2 2026, selling an estimated $4.37K and leaving 7,084 shares worth $1.04M. The position accounts for 0.69% of the portfolio, ranked #39.

Chapman Financial Group first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Chapman Financial Group held 7,084 shares of Procter & Gamble worth $1.04M as of Q2 2026.
  • Chapman Financial Group sold 30 Procter & Gamble shares in Q2 2026, an estimated $4.37K.
  • Procter & Gamble made up 0.69% of Chapman Financial Group's portfolio in Q2 2026, its #39 holding.
  • Chapman Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Procter & Gamble position peaked at $1.12M in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.