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

Creekmur 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
2025 Q3	$1.89M	Sell	12,270 -2,323	-16%	-$363K	0.31%	42
2025 Q2	$2.32M	Buy	14,593 +4,552	+45%	+$743K	0.41%	35
2025 Q1	$1.71M	Buy	10,041 +1,104	+12%	+$185K	0.36%	30
2024 Q4	$1.5M	Sell	8,937 -3,088	-26%	-$526K	0.34%	37
2024 Q3	$2.08M	Buy	12,025 +2,541	+27%	+$431K	0.49%	28
2024 Q2	$1.56M	Buy	9,484 +2,692	+40%	+$440K	0.4%	33
2024 Q1	$1.1M	Buy	6,792 +2,391	+54%	+$375K	0.38%	37
2023 Q4	$645K	Buy	+4,401	New	+$652K	0.2%	64

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creekmur Asset Management's PG Position: Q3 2025 in Review

Creekmur Asset Management reduced its Procter & Gamble (PG) stake by 16% in Q3 2025, selling an estimated $363K and leaving 12,270 shares worth $1.89M. The position accounts for 0.31% of the portfolio, ranked #42.

Creekmur Asset Management first reported a position in PG in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.32M in Q2 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

Creekmur Asset Management held 12,270 shares of Procter & Gamble worth $1.89M as of Q3 2025.
Creekmur Asset Management sold 2,323 Procter & Gamble shares in Q3 2025, an estimated $363K.
Procter & Gamble made up 0.31% of Creekmur Asset Management's portfolio in Q3 2025, its #42 holding.
Creekmur Asset Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Procter & Gamble position peaked at $2.32M in Q2 2025.
3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.