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Elefante Mark B’s Procter & Gamble PG Stock Holding History

Elefante Mark B’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 		$5.35M Buy
37,063
+5,463
+17% +$828K 2.94% 13
2025
Q4 		$4.53M Buy
31,600
+1,777
+6% +$262K 2.77% 16
2025
Q3 		$4.58M Buy
29,823
+3,145
+12% +$491K 2.93% 13
2025
Q2 		$4.25M Buy
26,678
+270
+1% +$44.1K 3.19% 11
2025
Q1 		$4.5M Buy
26,408
+4,502
+21% +$754K 3.57% 9
2024
Q4 		$3.67M Buy
+21,906
New +$3.73M 3.35% 11
2020
Q2 		$866K Buy
7,238
+495
+7% +$57.7K 2.93% 12
2020
Q1 		$742K Sell
6,743
-25
-0.4% -$3K 3.24% 11
2019
Q4 		$846K Sell
6,768
-95
-1% -$11.6K 3.07% 8
2019
Q3 		$855K Buy
6,863
+290
+4% +$34.3K 3.36% 8
2019
Q2 		$722K Buy
6,573
+40
+0.6% +$4.26K 2.8% 17
2019
Q1 		$680K Sell
6,533
-1,382
-17% -$135K 2.97% 16
2018
Q4 		$728K Buy
7,915
+125
+2% +$11.2K 3.48% 12
2018
Q3 		$649K Sell
7,790
-75
-1% -$6.13K 2.6% 20
2018
Q2 		$613K Sell
7,865
-205
-3% -$15.4K 2.93% 15
2018
Q1 		$640K Sell
8,070
-175
-2% -$14.6K 3.21% 14
2017
Q4 		$758K Buy
8,245
+1,440
+21% +$130K 3.61% 9
2017
Q3 		$620K Buy
6,805
+90
+1% +$8.19K 4.52% 4
2017
Q2 		$586K Buy
6,715
+580
+9% +$51.1K 4.74% 4
2017
Q1 		$551K Buy
6,135
+375
+7% +$33.3K 5% 3
2016
Q4 		$484K Buy
5,760
+2,115
+58% +$180K 5.85% 2
2016
Q3 		$328K Sell
3,645
-650
-15% -$56.5K 5.3% 5
2016
Q2 		$364K Hold
4,295
– – 5.48% 4
2016
Q1 		$353K Buy
4,295
+995
+30% +$80.2K 5.64% 6
2015
Q4 		$263K Buy
+3,300
New +$252K 7.07% 7

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

Elefante Mark B's PG Position: Q1 2026 in Review

Elefante Mark B increased its Procter & Gamble (PG) stake by 17% in Q1 2026, buying an estimated $828K and bringing the position to 37,063 shares worth $5.35M. The position accounts for 2.94% of the portfolio, ranked #13.

Elefante Mark B first reported a position in PG in Q4 2015 and has held it in 25 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Elefante Mark B held 37,063 shares of Procter & Gamble worth $5.35M as of Q1 2026.
  • Elefante Mark B bought 5,463 Procter & Gamble shares in Q1 2026, an estimated $828K.
  • Procter & Gamble made up 2.94% of Elefante Mark B's portfolio in Q1 2026, its #13 holding.
  • Elefante Mark B first reported a position in Procter & Gamble in Q4 2015 and has held it in 25 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.