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CJM Wealth Advisers’s Procter & Gamble PG Stock Holding History

CJM Wealth Advisers’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 		$1.4M Buy
9,548
+112
+1% +$16.3K 0.37% 30
2026
Q1 		$1.36M Buy
9,436
+65
+0.7% +$9.85K 0.42% 25
2025
Q4 		$1.34M Sell
9,371
-246
-3% -$36.3K 0.4% 26
2025
Q3 		$1.48M Sell
9,617
-298
-3% -$46.5K 0.45% 23
2025
Q2 		$1.58M Buy
9,915
+15
+0.2% +$2.45K 0.53% 22
2025
Q1 		$1.69M Sell
9,900
-99
-1% -$16.6K 0.6% 18
2024
Q4 		$1.68M Sell
9,999
-592
-6% -$101K 0.56% 18
2024
Q3 		$1.83M Buy
10,591
+94
+0.9% +$16K 0.63% 17
2024
Q2 		$1.71M Sell
10,497
-110
-1% -$18K 0.63% 17
2024
Q1 		$1.72M Buy
10,607
+14
+0.1% +$2.2K 0.65% 18
2023
Q4 		$1.55M Buy
10,593
+14
+0.1% +$2.07K 0.69% 19
2023
Q3 		$1.54M Buy
10,579
+14
+0.1% +$2.14K 0.75% 17
2023
Q2 		$1.6M Buy
10,565
+14
+0.1% +$2.11K 0.81% 17
2023
Q1 		$1.57M Buy
10,551
+15
+0.1% +$2.14K 0.89% 16
2022
Q4 		$1.6M Buy
10,536
+14
+0.1% +$1.96K 0.98% 15
2022
Q3 		$1.33M Sell
10,522
-9
-0.1% -$1.28K 0.95% 14
2022
Q2 		$1.51M Buy
10,531
+73
+0.7% +$11K 1.05% 13
2022
Q1 		$1.6M Buy
10,458
+13
+0.1% +$2.03K 1.09% 13
2021
Q4 		$1.71M Buy
+10,445
New +$1.55M 1.22% 11

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

CJM Wealth Advisers's PG Position: Q2 2026 in Review

CJM Wealth Advisers increased its Procter & Gamble (PG) stake by 1.2% in Q2 2026, buying an estimated $16.3K and bringing the position to 9,548 shares worth $1.4M. The position accounts for 0.37% of the portfolio, ranked #30.

CJM Wealth Advisers first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.83M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CJM Wealth Advisers held 9,548 shares of Procter & Gamble worth $1.4M as of Q2 2026.
  • CJM Wealth Advisers bought 112 Procter & Gamble shares in Q2 2026, an estimated $16.3K.
  • Procter & Gamble made up 0.37% of CJM Wealth Advisers's portfolio in Q2 2026, its #30 holding.
  • CJM Wealth Advisers first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Procter & Gamble position peaked at $1.83M in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.