Charter Research & Investment Group’s Procter & Gamble PG Stock Holding History

Charter Research & Investment 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	$1.3M	Hold	9,011	–	–	0.87%	32
2025 Q4	$1.29M	Sell	9,011 -150	-2%	-$22.1K	0.86%	32
2025 Q3	$1.41M	Sell	9,161 -43	-0.5%	-$6.72K	0.98%	28
2025 Q2	$1.47M	Sell	9,204 -35	-0.4%	-$5.71K	1.1%	28
2025 Q1	$1.57M	Sell	9,239 -15	-0.2%	-$2.51K	1.2%	25
2024 Q4	$1.55M	Hold	9,254	–	–	1.18%	26
2024 Q3	$1.6M	Sell	9,254 -600	-6%	-$102K	1.18%	26
2024 Q2	$1.63M	Hold	9,854	–	–	1.28%	24
2024 Q1	$1.6M	Buy	9,854 +150	+2%	+$23.5K	1.27%	25
2023 Q4	$1.42M	Sell	9,704 -16	-0.2%	-$2.37K	1.18%	27
2023 Q3	$1.42M	Hold	9,720	–	–	1.28%	24
2023 Q2	$1.47M	Hold	9,720	–	–	1.22%	25
2023 Q1	$1.45M	Buy	9,720 +4,000	+70%	+$572K	1.27%	26
2022 Q4	$867K	Hold	5,720	–	–	0.83%	34
2022 Q3	$722K	Sell	5,720 -15	-0.3%	-$2.13K	0.73%	35
2022 Q2	$825K	Hold	5,735	–	–	0.75%	36
2022 Q1	$876K	Sell	5,735 -99	-2%	-$15.5K	0.71%	37
2021 Q4	$954K	Buy	5,834 +135	+2%	+$20K	0.75%	35
2021 Q3	$797K	Buy	5,699 +61	+1%	+$8.65K	0.66%	36
2021 Q2	$761K	Buy	5,638 +44	+0.8%	+$5.95K	0.63%	35
2021 Q1	$758K	Buy	5,594 +506	+10%	+$66K	0.66%	36
2020 Q4	$708K	Hold	5,088	–	–	0.68%	35
2020 Q3	$707K	Hold	5,088	–	–	0.77%	33
2020 Q2	$608K	Hold	5,088	–	–	0.7%	34
2020 Q1	$560K	Hold	5,088	–	–	0.74%	35
2019 Q4	$635K	Hold	5,088	–	–	0.65%	44
2019 Q3	$633K	Buy	5,088 +99	+2%	+$11.7K	0.69%	45
2019 Q2	$547K	Hold	4,989	–	–	0.61%	45
2019 Q1	$519K	Hold	4,989	–	–	0.57%	46
2018 Q4	$459K	Hold	4,989	–	–	0.58%	47
2018 Q3	$415K	Sell	4,989 -400	-7%	-$32.7K	0.45%	52
2018 Q2	$421K	Hold	5,389	–	–	0.48%	50
2018 Q1	$427K	Buy	5,389 +496	+10%	+$41.4K	0.51%	47
2017 Q4	$450K	Buy	+4,893	New	+$440K	0.51%	47
2016 Q3	$439K	Hold	4,893	–	–	0.52%	47
2016 Q2	$414K	Buy	4,893 +97	+2%	+$7.96K	0.47%	47
2016 Q1	$395K	Sell	4,796 -200	-4%	-$16.1K	0.45%	48
2015 Q4	$397K	Hold	4,996	–	–	0.46%	49
2015 Q3	$359K	Hold	4,996	–	–	0.47%	46
2015 Q2	$391K	Hold	4,996	–	–	0.43%	51
2015 Q1	$409K	Hold	4,996	–	–	0.45%	51
2014 Q4	$455K	Buy	+4,996	New	+$440K	0.5%	49

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

Charter Research & Investment Group's PG Position: Q1 2026 in Review

Charter Research & Investment Group held its Procter & Gamble (PG) position steady in Q1 2026 at 9,011 shares worth $1.3M. The position accounts for 0.87% of the portfolio, ranked #32.

Charter Research & Investment Group first reported a position in PG in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.63M in Q2 2024. 3,992 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Charter Research & Investment Group held 9,011 shares of Procter & Gamble worth $1.3M as of Q1 2026.
Charter Research & Investment Group left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.87% of Charter Research & Investment Group's portfolio in Q1 2026, its #32 holding.
Charter Research & Investment Group first reported a position in Procter & Gamble in Q4 2014 and has held it in 42 quarters since.
Charter Research & Investment Group's Procter & Gamble position peaked at $1.63M in Q2 2024.
3,992 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.