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Commonwealth Retirement Investments’s Procter & Gamble PG Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-1,500
Closed -$215K – 340
2025
Q4 		$215K Hold
1,500
– – 0.07% 123
2025
Q3 		$230K Buy
+1,500
New +$234K 0.08% 114

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

Commonwealth Retirement Investments's PG Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its Procter & Gamble (PG) stake by 1.5% in Q1 2026, selling an estimated $34K and leaving 14,736 shares worth $2.13M. The position accounts for 0.66% of the portfolio, ranked #43.

Commonwealth Retirement Investments first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.01M in Q2 2023. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Commonwealth Retirement Investments held 14,736 shares of Procter & Gamble worth $2.13M as of Q1 2026.
  • Commonwealth Retirement Investments sold 224 Procter & Gamble shares in Q1 2026, an estimated $34K.
  • Procter & Gamble made up 0.66% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #43 holding.
  • Commonwealth Retirement Investments first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Retirement Investments's Procter & Gamble position peaked at $6.01M in Q2 2023.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.