JMG Financial Group’s Procter & Gamble PG Stock Holding History

JMG Financial Group’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	$265K	Sell	1,837 -50	-3%	-$7.58K	0.01%	113
2025 Q4	$270K	Hold	1,887	–	–	0.01%	110
2025 Q3	$290K	Hold	1,887	–	–	0.01%	107
2025 Q2	$301K	Hold	1,887	–	–	0.01%	107
2025 Q1	$322K	Hold	1,887	–	–	0.01%	102
2024 Q4	$316K	Hold	1,887	–	–	0.01%	101
2024 Q3	$327K	Sell	1,887 -38	-2%	-$6.45K	0.01%	101
2024 Q2	$317K	Sell	1,925 -395	-17%	-$64.6K	0.01%	101
2024 Q1	$376K	Hold	2,320	–	–	0.01%	94
2023 Q4	$340K	Hold	2,320	–	–	0.01%	99
2023 Q3	$338K	Hold	2,320	–	–	0.02%	92
2023 Q2	$352K	Hold	2,320	–	–	0.02%	93
2023 Q1	$345K	Sell	2,320 -160	-6%	-$22.9K	0.02%	90
2022 Q4	$376K	Buy	2,480 +53	+2%	+$7.43K	0.02%	81
2022 Q3	$306K	Hold	2,427	–	–	0.02%	83
2022 Q2	$349K	Buy	+2,427	New	+$365K	0.02%	78

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

JMG Financial Group's PG Position: Q1 2026 in Review

JMG Financial Group reduced its Procter & Gamble (PG) stake by 2.6% in Q1 2026, selling an estimated $7.58K and leaving 1,837 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #113.

JMG Financial Group first reported a position in PG in Q2 2022 and has held it in 16 quarters since. The position peaked at $376K in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

JMG Financial Group held 1,837 shares of Procter & Gamble worth $265K as of Q1 2026.
JMG Financial Group sold 50 Procter & Gamble shares in Q1 2026, an estimated $7.58K.
Procter & Gamble made up 0.01% of JMG Financial Group's portfolio in Q1 2026, its #113 holding.
JMG Financial Group first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
JMG Financial Group's Procter & Gamble position peaked at $376K in Q1 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.