Edgemoor Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $636K | Hold |
4,338
| – | – | 0.04% | 112 |
|
|
2026
Q1 | $627K | Hold |
4,338
| – | – | 0.05% | 112 |
|
|
2025
Q4 | $622K | Sell |
4,338
-350
| -7% | -$51.6K | 0.05% | 113 |
|
|
2025
Q3 | $720K | Buy |
4,688
+183
| +4% | +$28.6K | 0.06% | 115 |
|
|
2025
Q2 | $718K | Buy |
4,505
+57
| +1% | +$9.3K | 0.06% | 105 |
|
|
2025
Q1 | $758K | Sell |
4,448
-15
| -0.3% | -$2.51K | 0.07% | 103 |
|
|
2024
Q4 | $748K | Buy |
4,463
+220
| +5% | +$37.5K | 0.07% | 103 |
|
|
2024
Q3 | $735K | Buy |
4,243
+3
| +0.1% | +$509 | 0.06% | 102 |
|
|
2024
Q2 | $699K | Sell |
4,240
-155
| -4% | -$25.3K | 0.07% | 96 |
|
|
2024
Q1 | $713K | Buy |
4,395
+170
| +4% | +$26.7K | 0.07% | 99 |
|
|
2023
Q4 | $619K | Hold |
4,225
| – | – | 0.06% | 104 |
|
|
2023
Q3 | $616K | Hold |
4,225
| – | – | 0.07% | 105 |
|
|
2023
Q2 | $641K | Hold |
4,225
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $628K | Buy |
4,225
+235
| +6% | +$33.6K | 0.08% | 99 |
|
|
2022
Q4 | $605K | Sell |
3,990
-127
| -3% | -$17.8K | 0.08% | 105 |
|
|
2022
Q3 | $520K | Hold |
4,117
| – | – | 0.07% | 101 |
|
|
2022
Q2 | $592K | Buy |
4,117
+30
| +0.7% | +$4.51K | 0.07% | 103 |
|
|
2022
Q1 | $624K | Buy |
4,087
+267
| +7% | +$41.8K | 0.07% | 104 |
|
|
2021
Q4 | $625K | Hold |
3,820
| – | – | 0.06% | 94 |
|
|
2021
Q3 | $534K | Sell |
3,820
-156
| -4% | -$22.1K | 0.06% | 94 |
|
|
2021
Q2 | $536K | Hold |
3,976
| – | – | 0.05% | 94 |
|
|
2021
Q1 | $538K | Buy |
3,976
+24
| +0.6% | +$3.13K | 0.05% | 92 |
|
|
2020
Q4 | $550K | Sell |
3,952
-60
| -1% | -$8.39K | 0.06% | 86 |
|
|
2020
Q3 | $558K | Buy |
4,012
+435
| +12% | +$57.8K | 0.07% | 84 |
|
|
2020
Q2 | $428K | Hold |
3,577
| – | – | 0.06% | 89 |
|
|
2020
Q1 | $393K | Hold |
3,577
| – | – | 0.06% | 88 |
|
|
2019
Q4 | $447K | Hold |
3,577
| – | – | 0.05% | 100 |
|
|
2019
Q3 | $445K | Hold |
3,577
| – | – | 0.06% | 99 |
|
|
2019
Q2 | $392K | Sell |
3,577
-202
| -5% | -$21.5K | 0.05% | 101 |
|
|
2019
Q1 | $393K | Buy |
3,779
+150
| +4% | +$14.6K | 0.05% | 99 |
|
|
2018
Q4 | $334K | Buy |
3,629
+697
| +24% | +$62.3K | 0.05% | 104 |
|
|
2018
Q3 | $244K | Hold |
2,932
| – | – | 0.03% | 123 |
|
|
2018
Q2 | $229K | Sell |
2,932
-67
| -2% | -$5.04K | 0.03% | 127 |
|
|
2018
Q1 | $238K | Buy |
2,999
+57
| +2% | +$4.75K | 0.03% | 126 |
|
|
2017
Q4 | $265K | Buy |
+2,942
| New | +$265K | 0.03% | 124 |
|
Other funds holding PG
Edgemoor Investment Advisors's PG Position: Q2 2026 in Review
Edgemoor Investment Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 4,338 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #112.
Edgemoor Investment Advisors first reported a position in PG in Q4 2017 and has held it in 35 quarters since. The position peaked at $758K in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Edgemoor Investment Advisors held 4,338 shares of Procter & Gamble worth $636K as of Q2 2026.
- Edgemoor Investment Advisors left its Procter & Gamble share count unchanged in Q2 2026.
- Procter & Gamble made up 0.04% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #112 holding.
- Edgemoor Investment Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 35 quarters since.
- Edgemoor Investment Advisors's Procter & Gamble position peaked at $758K in Q1 2025.
- 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.