Councilmark Asset Management’s Procter & Gamble PG Stock Holding History

Councilmark Asset Management’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	$1.41M	Buy	9,600 +52	+0.5%	+$7.57K	0.75%	33
2026 Q1	$1.38M	Buy	9,548 +14	+0.1%	+$2.12K	0.79%	33
2025 Q4	$1.37M	Sell	9,534 -80	-0.8%	-$11.8K	0.76%	31
2025 Q3	$1.48M	Sell	9,614 -1,105	-10%	-$173K	0.85%	30
2025 Q2	$1.71M	Buy	10,719 +14	+0.1%	+$2.29K	1.08%	26
2025 Q1	$1.82M	Hold	10,705	–	–	1.23%	23
2024 Q4	$1.79M	Hold	10,705	–	–	1.21%	23
2024 Q3	$1.85M	Hold	10,705	–	–	1.25%	23
2024 Q2	$1.77M	Hold	10,705	–	–	1.25%	23
2024 Q1	$1.74M	Buy	+10,705	New	+$1.68M	1.25%	24

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Councilmark Asset Management's PG Position: Q2 2026 in Review

Councilmark Asset Management increased its Procter & Gamble (PG) stake by 0.54% in Q2 2026, buying an estimated $7.57K and bringing the position to 9,600 shares worth $1.41M. The position accounts for 0.75% of the portfolio, ranked #33.

Councilmark Asset Management first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Councilmark Asset Management held 9,600 shares of Procter & Gamble worth $1.41M as of Q2 2026.
Councilmark Asset Management bought 52 Procter & Gamble shares in Q2 2026, an estimated $7.57K.
Procter & Gamble made up 0.75% of Councilmark Asset Management's portfolio in Q2 2026, its #33 holding.
Councilmark Asset Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
Councilmark Asset Management's Procter & Gamble position peaked at $1.85M in Q3 2024.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.