Glass Jacobson Investment Advisors’s Procter & Gamble PG Stock Holding History

Glass Jacobson 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	$209K	Hold	1,448	–	–	0.07%	182
2025 Q4	$208K	Hold	1,448	–	–	0.07%	182
2025 Q3	$222K	Hold	1,448	–	–	0.08%	177
2025 Q2	$231K	Sell	1,448 -1,636	-53%	-$267K	0.09%	174
2025 Q1	$517K	Hold	3,084	–	–	0.17%	137
2024 Q4	$517K	Buy	3,084 +265	+9%	+$45.1K	0.17%	137
2024 Q3	$488K	Hold	2,819	–	–	0.16%	145
2024 Q2	$465K	Hold	2,819	–	–	0.17%	136
2024 Q1	$457K	Buy	2,819 +32	+1%	+$5.02K	0.17%	134
2023 Q4	$408K	Sell	2,787 -1,028	-27%	-$152K	0.17%	139
2023 Q3	$556K	Buy	3,815 +204	+6%	+$31.2K	0.25%	109
2023 Q2	$548K	Buy	+3,611	New	+$544K	0.25%	113
2022 Q4	$578K	Buy	+3,814	New	+$535K	0.29%	103

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

Glass Jacobson Investment Advisors's PG Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 1,448 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #182.

Glass Jacobson Investment Advisors first reported a position in PG in Q4 2022 and has held it in 13 quarters since. The position peaked at $578K in Q4 2022. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Glass Jacobson Investment Advisors held 1,448 shares of Procter & Gamble worth $209K as of Q1 2026.
Glass Jacobson Investment Advisors left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #182 holding.
Glass Jacobson Investment Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Procter & Gamble position peaked at $578K in Q4 2022.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.