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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
2016
Q4 		– Sell
-200
Closed -$18K – 191
2016
Q3 		$18K Hold
200
– – 0.01% 173
2016
Q2 		$17K Buy
+200
New +$16.4K 0.01% 177

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. 3,990 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.
  • 3,990 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.