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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
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
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

Councilmark Asset Management's PG Position: Q1 2026 in Review

Councilmark Asset Management increased its Procter & Gamble (PG) stake by 0.15% in Q1 2026, buying an estimated $2.12K and bringing the position to 9,548 shares worth $1.38M. The position accounts for 0.79% of the portfolio, ranked #33.

Councilmark Asset Management first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.85M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Councilmark Asset Management held 9,548 shares of Procter & Gamble worth $1.38M as of Q1 2026.
  • Councilmark Asset Management bought 14 Procter & Gamble shares in Q1 2026, an estimated $2.12K.
  • Procter & Gamble made up 0.79% of Councilmark Asset Management's portfolio in Q1 2026, its #33 holding.
  • Councilmark Asset Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • Councilmark Asset Management's Procter & Gamble position peaked at $1.85M in Q3 2024.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.