Frank Rimerman Advisors’s Procter & Gamble PG Stock Holding History

Frank Rimerman 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	$1.85M	Buy	12,782 +1,530	+14%	+$232K	0.12%	138
2025 Q4	$1.61M	Sell	11,252 -13,406	-54%	-$1.98M	0.1%	153
2025 Q3	$3.79M	Sell	24,658 -4,747	-16%	-$741K	0.24%	66
2025 Q2	$4.68M	Buy	29,405 +16,302	+124%	+$2.66M	0.31%	49
2025 Q1	$2.23M	Buy	13,103 +867	+7%	+$145K	0.18%	98
2024 Q4	$2.05M	Sell	12,236 -13,480	-52%	-$2.3M	0.15%	107
2024 Q3	$4.45M	Sell	25,716 -4,620	-15%	-$784K	0.32%	48
2024 Q2	$5M	Buy	30,336 +30,219	+25,828%	+$4.94M	0.35%	36
2024 Q1	$19K	Hold	117	–	–	﹤0.01%	154
2023 Q4	$17.1K	Buy	+117	New	+$17.3K	﹤0.01%	151
2022 Q2	–	Sell	-2,082	Closed	-$318K	–	115
2022 Q1	$318K	Hold	2,082	–	–	0.1%	102
2021 Q4	$341K	Buy	+2,082	New	+$309K	0.11%	91

Other funds holding PG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Frank Rimerman Advisors's PG Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Procter & Gamble (PG) stake by 14% in Q1 2026, buying an estimated $232K and bringing the position to 12,782 shares worth $1.85M. The position accounts for 0.12% of the portfolio, ranked #138.

Frank Rimerman Advisors first reported a position in PG in Q4 2021 and has held it in 12 quarters since. The position peaked at $5M in Q2 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Frank Rimerman Advisors held 12,782 shares of Procter & Gamble worth $1.85M as of Q1 2026.
Frank Rimerman Advisors bought 1,530 Procter & Gamble shares in Q1 2026, an estimated $232K.
Procter & Gamble made up 0.12% of Frank Rimerman Advisors's portfolio in Q1 2026, its #138 holding.
Frank Rimerman Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 12 quarters since.
Frank Rimerman Advisors's Procter & Gamble position peaked at $5M in Q2 2024.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.