Cornerstone Wealth Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.7M Buy
108,645
+876
+0.8% +$133K 0.79% 23
2025
Q4
$15.4M Buy
107,769
+2,601
+2% +$384K 0.8% 19
2025
Q3
$16.2M Buy
105,168
+3,437
+3% +$537K 0.89% 20
2025
Q2
$16.2M Buy
101,731
+2,271
+2% +$371K 0.98% 17
2025
Q1
$17M Sell
99,460
-1,325
-1% -$222K 1.15% 10
2024
Q4
$16.9M Buy
100,785
+1,226
+1% +$209K 1.14% 14
2024
Q3
$17.2M Buy
99,559
+2,393
+2% +$406K 1.21% 13
2024
Q2
$16M Buy
97,166
+1,075
+1% +$176K 1.23% 14
2024
Q1
$15.6M Sell
96,091
-2,552
-3% -$400K 1.26% 14
2023
Q4
$14.5M Sell
98,643
-3,750
-4% -$555K 1.24% 12
2023
Q3
$14.9M Buy
102,393
+1,408
+1% +$215K 1.41% 11
2023
Q2
$15.3M Buy
100,985
+497
+0.5% +$74.9K 1.37% 13
2023
Q1
$14.9M Buy
+100,488
New +$14.4M 1.47% 11
2022
Q3
$12.5M Buy
99,041
+112
+0.1% +$15.9K 1.39% 13
2022
Q2
$14.2M Sell
98,929
-6,728
-6% -$1.01M 1.58% 13
2022
Q1
$16.1M Sell
105,657
-4,623
-4% -$723K 1.57% 13
2021
Q4
$18M Buy
110,280
+1,760
+2% +$261K 1.72% 10
2021
Q3
$15.2M Sell
108,520
-2,570
-2% -$364K 1.61% 12
2021
Q2
$15M Sell
111,090
-338
-0.3% -$45.7K 1.58% 11
2021
Q1
$15.1M Buy
111,428
+910
+0.8% +$119K 1.78% 11
2020
Q4
$15.4M Sell
110,518
-214
-0.2% -$29.9K 1.93% 9
2020
Q3
$15.4M Sell
110,732
-366
-0.3% -$48.6K 2.28% 8
2020
Q2
$13.3M Buy
111,098
+419
+0.4% +$48.9K 2.15% 8
2020
Q1
$12.2M Sell
110,679
-940
-0.8% -$113K 2.35% 8
2019
Q4
$13.9M Buy
111,619
+7,628
+7% +$933K 2.26% 8
2019
Q3
$12.9M Sell
103,991
-2,720
-3% -$321K 2.28% 7
2019
Q2
$11.7M Buy
106,711
+6,760
+7% +$721K 2.1% 6
2019
Q1
$7.58M Buy
99,951
+2,992
+3% +$291K 0.92% 19
2018
Q4
$8.91M Sell
96,959
-9,398,815
-99% -$840M 1.9% 7
2018
Q3
$103M Buy
9,495,774
+1,970,622
+26% +$161M 1.3% 8
2018
Q2
$96.3M Buy
7,525,152
+7,427,328
+7,593% +$559M 1.09% 13
2018
Q1
$7.58M Sell
97,824
-5,318
-5% -$443K 1.45% 14
2017
Q4
$9.47M Buy
103,142
+62
+0.1% +$5.58K 1.78% 10
2017
Q3
$9.5M Buy
103,080
+1,115
+1% +$102K 1.97% 8
2017
Q2
$8.88M Sell
101,965
-4,558
-4% -$402K 1.99% 8
2017
Q1
$9.59M Buy
106,523
+18,200
+21% +$1.61M 2.37% 6
2016
Q4
$7.44M Buy
88,323
+8,142
+10% +$694K 2.38% 7
2016
Q3
$7.08M Buy
+80,181
New +$6.96M 2.62% 6

Other funds holding PG

Cornerstone Wealth Management's PG Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Procter & Gamble (PG) stake by 0.81% in Q1 2026, buying an estimated $133K and bringing the position to 108,645 shares worth $15.7M. The position accounts for 0.79% of the portfolio, ranked #23.

Cornerstone Wealth Management first reported a position in PG in Q3 2016 and has held it in 38 quarters since. The position peaked at $103M in Q3 2018. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cornerstone Wealth Management held 108,645 shares of Procter & Gamble worth $15.7M as of Q1 2026.
  • Cornerstone Wealth Management bought 876 Procter & Gamble shares in Q1 2026, an estimated $133K.
  • Procter & Gamble made up 0.79% of Cornerstone Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Cornerstone Wealth Management first reported a position in Procter & Gamble in Q3 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's Procter & Gamble position peaked at $103M in Q3 2018.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.