Graham Capital Wealth Management’s Procter & Gamble PG Stock Holding History

Graham Capital Wealth Management’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
2025 Q4	–	Sell	-1,382	Closed	-$212K	–	67
2025 Q3	$212K	Sell	1,382 -36	-3%	-$5.62K	0.22%	64
2025 Q2	$226K	Buy	1,418 +34	+2%	+$5.55K	0.25%	61
2025 Q1	$236K	Hold	1,384	–	–	0.25%	59
2024 Q4	$232K	Buy	1,384 +3	+0.2%	+$511	0.2%	64
2024 Q3	$239K	Hold	1,381	–	–	0.24%	49
2024 Q2	$228K	Sell	1,381 -17	-1%	-$2.78K	0.31%	40
2024 Q1	$227K	Hold	1,398	–	–	0.39%	35
2023 Q4	$205K	Sell	1,398 -65	-4%	-$9.63K	0.54%	29
2023 Q3	$222K	Hold	1,463	–	–	0.52%	37
2023 Q2	$222K	Sell	1,463 -20	-1%	-$3.01K	0.52%	37
2023 Q1	$2.21M	Buy	1,483 +10	+0.7%	+$1.43K	0.32%	42
2022 Q4	$223K	Buy	+1,473	New	+$206K	0.4%	43
2022 Q3	–	Sell	-1,488	Closed	-$214K	–	94
2022 Q2	$214K	Buy	+1,488	New	+$224K	0.19%	79
2022 Q1	–	Sell	-1,246	Closed	-$202K	–	123
2021 Q4	$202K	Buy	+1,246	New	+$185K	0.17%	97

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Graham Capital Wealth Management's PG Position: Q4 2025 in Review

Graham Capital Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,382 shares — an estimated $212K sold.

Graham Capital Wealth Management first reported a position in PG in Q4 2021 and held it in 14 quarters. The position peaked at $2.21M in Q1 2023. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Graham Capital Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Graham Capital Wealth Management sold 1,382 Procter & Gamble shares in Q4 2025, an estimated $212K.
Graham Capital Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 14 quarters.
Graham Capital Wealth Management's Procter & Gamble position peaked at $2.21M in Q1 2023.
4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Graham Capital Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.