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Dumont & Blake Investment Advisors’s Procter & Gamble PG Stock Holding History

Dumont & Blake Investment Advisors’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 		$1.57M Sell
10,851
-238
-2% -$36.1K 0.39% 68
2025
Q4 		$1.59M Buy
11,089
+288
+3% +$42.5K 0.38% 72
2025
Q3 		$1.66M Sell
10,801
-57
-0.5% -$8.9K 0.4% 69
2025
Q2 		$1.73M Buy
10,858
+39
+0.4% +$6.37K 0.45% 64
2025
Q1 		$1.84M Buy
10,819
+60
+0.6% +$10K 0.52% 56
2024
Q4 		$1.8M Sell
10,759
-34
-0.3% -$5.79K 0.48% 56
2024
Q3 		$1.87M Sell
10,793
-10,932
-50% -$1.86M 0.5% 53
2024
Q2 		$3.58M Buy
21,725
+10,915
+101% +$1.78M 0.51% 49
2024
Q1 		$1.75M Sell
10,810
-423
-4% -$66.3K 0.5% 53
2023
Q4 		$1.65M Sell
11,233
-1,335
-11% -$198K 0.51% 49
2023
Q3 		$1.83M Sell
12,568
-37
-0.3% -$5.65K 0.62% 42
2023
Q2 		$1.91M Sell
12,605
-1,147
-8% -$173K 0.62% 40
2023
Q1 		$2.04M Sell
13,752
-265
-2% -$37.9K 0.69% 38
2022
Q4 		$2.12M Sell
14,017
-6
-0% -$841 0.75% 34
2022
Q3 		$1.77M Sell
14,023
-1,163
-8% -$165K 0.66% 39
2022
Q2 		$2.18M Sell
15,186
-123
-0.8% -$18.5K 0.71% 37
2022
Q1 		$2.34M Sell
15,309
-253
-2% -$39.6K 0.64% 41
2021
Q4 		$2.55M Buy
15,562
+389
+3% +$57.8K 0.66% 39
2021
Q3 		$2.12M Buy
15,173
+22
+0.1% +$3.12K 0.61% 44
2021
Q2 		$2.04M Buy
15,151
+144
+1% +$19.5K 0.58% 46
2021
Q1 		$2.03M Sell
15,007
-60
-0.4% -$7.83K 0.62% 40
2020
Q4 		$2.1M Sell
15,067
-191
-1% -$26.7K 0.72% 36
2020
Q3 		$2.12M Buy
15,258
+65
+0.4% +$8.63K 0.81% 30
2020
Q2 		$1.82M Sell
15,193
-354
-2% -$41.3K 0.76% 37
2020
Q1 		$1.71M Sell
15,547
-57
-0.4% -$6.84K 0.88% 33
2019
Q4 		$1.95M Buy
15,604
+60
+0.4% +$7.34K 0.77% 36
2019
Q3 		$1.93M Sell
15,544
-331
-2% -$39.1K 0.81% 32
2019
Q2 		$1.74M Sell
15,875
-35
-0.2% -$3.73K 0.73% 36
2019
Q1 		$1.66M Sell
15,910
-2,023
-11% -$197K 0.7% 38
2018
Q4 		$1.65M Sell
17,933
-645
-3% -$57.7K 0.77% 37
2018
Q3 		$1.55M Buy
18,578
+651
+4% +$53.2K 0.6% 47
2018
Q2 		$1.4M Sell
17,927
-221
-1% -$16.6K 0.59% 50
2018
Q1 		$1.44M Buy
18,148
+100
+0.6% +$8.34K 0.61% 45
2017
Q4 		$1.66M Sell
18,048
-100
-0.6% -$8.99K 0.67% 40
2017
Q3 		$1.65M Sell
18,148
-40
-0.2% -$3.64K 0.71% 42
2017
Q2 		$1.58M Buy
18,188
+100
+0.6% +$8.81K 0.7% 42
2017
Q1 		$1.63M Sell
18,088
-3,419
-16% -$303K 0.73% 38
2016
Q4 		$1.81M Buy
21,507
+60
+0.3% +$5.11K 0.85% 30
2016
Q3 		$1.93M Sell
21,447
-2,983
-12% -$259K 0.95% 25
2016
Q2 		$2.07M Sell
24,430
-1,266
-5% -$104K 1.04% 23
2016
Q1 		$2.12M Sell
25,696
-130
-0.5% -$10.5K 1.09% 21
2015
Q4 		$2.05M Buy
25,826
+1,778
+7% +$136K 1.05% 22
2015
Q3 		$1.73M Buy
24,048
+124
+0.5% +$9.3K 0.93% 29
2015
Q2 		$1.87M Hold
23,924
– – 0.91% 31
2015
Q1 		$1.96M Buy
23,924
+50
+0.2% +$4.3K 0.95% 28
2014
Q4 		$2.17M Sell
23,874
-75
-0.3% -$6.6K 1.08% 22
2014
Q3 		$2M Hold
23,949
– – 1.03% 27
2014
Q2 		$1.88M Sell
23,949
-75
-0.3% -$6.05K 0.94% 29
2014
Q1 		$1.94M Sell
24,024
-600
-2% -$47.3K 1.01% 28
2013
Q4 		$2M Sell
24,624
-1,876
-7% -$153K 1.03% 25
2013
Q3 		$2M Sell
26,500
-45
-0.2% -$3.58K 0.95% 29
2013
Q2 		$2.04M Buy
+26,545
New +$2.08M 1.23% 21

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

Dumont & Blake Investment Advisors's PG Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Procter & Gamble (PG) stake by 2.1% in Q1 2026, selling an estimated $36.1K and leaving 10,851 shares worth $1.57M. The position accounts for 0.39% of the portfolio, ranked #68.

Dumont & Blake Investment Advisors first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.58M in Q2 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Dumont & Blake Investment Advisors held 10,851 shares of Procter & Gamble worth $1.57M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 238 Procter & Gamble shares in Q1 2026, an estimated $36.1K.
  • Procter & Gamble made up 0.39% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #68 holding.
  • Dumont & Blake Investment Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Dumont & Blake Investment Advisors's Procter & Gamble position peaked at $3.58M in Q2 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.