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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
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 $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

Chapman Financial Group's PG Position: Q1 2026 in Review

Chapman Financial Group reduced its Procter & Gamble (PG) stake by 0.82% in Q1 2026, selling an estimated $8.95K and leaving 7,114 shares worth $1.03M. The position accounts for 0.74% of the portfolio, ranked #37.

Chapman Financial Group first reported a position in PG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Chapman Financial Group held 7,114 shares of Procter & Gamble worth $1.03M as of Q1 2026.
  • Chapman Financial Group sold 59 Procter & Gamble shares in Q1 2026, an estimated $8.95K.
  • Procter & Gamble made up 0.74% of Chapman Financial Group's portfolio in Q1 2026, its #37 holding.
  • Chapman Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Procter & Gamble position peaked at $1.12M in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.