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CM Wealth Advisors’s Procter & Gamble PG Stock Holding History

CM Wealth Advisors’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 		$945K Sell
6,446
-65
-1% -$9.46K 0.17% 52
2026
Q1 		$940K Hold
6,511
– – 0.2% 45
2025
Q4 		$933K Buy
6,511
+1,378
+27% +$203K 0.21% 42
2025
Q3 		$789K Buy
5,133
+29
+0.6% +$4.53K 0.21% 38
2025
Q2 		$813K Sell
5,104
-1,318
-21% -$215K 0.24% 35
2025
Q1 		$1.09M Hold
6,422
– – 0.35% 27
2024
Q4 		$1.08M Hold
6,422
– – 0.35% 26
2024
Q3 		$1.11M Hold
6,422
– – 0.36% 24
2024
Q2 		$1.06M Buy
6,422
+3,322
+107% +$543K 0.5% 17
2024
Q1 		$517K Sell
3,100
-2,014
-39% -$316K 0.15% 80
2023
Q4 		$749K Hold
5,114
– – 0.32% 24
2023
Q3 		$778K Sell
5,114
-1,750
-25% -$267K 0.3% 26
2023
Q2 		$1.08M Buy
6,864
+1,507
+28% +$227K 0.35% 27
2023
Q1 		$834K Buy
5,357
+322
+6% +$46K 0.16% 189
2022
Q4 		$763K Hold
5,035
– – 0.39% 24
2022
Q3 		$636M Hold
5,035
– – 0.35% 29
2022
Q2 		$724K Buy
+5,035
New +$757K 0.44% 27

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

CM Wealth Advisors's PG Position: Q2 2026 in Review

CM Wealth Advisors reduced its Procter & Gamble (PG) stake by 1% in Q2 2026, selling an estimated $9.46K and leaving 6,446 shares worth $945K. The position accounts for 0.17% of the portfolio, ranked #52.

CM Wealth Advisors first reported a position in PG in Q2 2022 and has held it in 17 quarters since. The position peaked at $636M in Q3 2022. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CM Wealth Advisors held 6,446 shares of Procter & Gamble worth $945K as of Q2 2026.
  • CM Wealth Advisors sold 65 Procter & Gamble shares in Q2 2026, an estimated $9.46K.
  • Procter & Gamble made up 0.17% of CM Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • CM Wealth Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Procter & Gamble position peaked at $636M in Q3 2022.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.