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Joel Isaacson & Co’s Procter & Gamble PG Stock Holding History

Joel Isaacson & Co’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
Q2 		$10.6M Buy
72,007
+288
+0.4% +$41.9K 0.31% 42
2026
Q1 		$10.4M Sell
71,719
-116
-0.2% -$17.6K 0.34% 39
2025
Q4 		$10.3M Buy
71,835
+588
+0.8% +$86.7K 0.34% 38
2025
Q3 		$10.9M Buy
71,247
+3,031
+4% +$473K 0.4% 33
2025
Q2 		$10.9M Buy
68,216
+1,229
+2% +$201K 0.44% 34
2025
Q1 		$11.4M Sell
66,987
-184
-0.3% -$30.8K 0.52% 29
2024
Q4 		$11.3M Hold
67,171
– – 0.51% 29
2024
Q3 		$11.6M Sell
67,171
-14
-0% -$2.38K 0.55% 23
2024
Q2 		$11.1M Sell
67,185
-237
-0.4% -$38.7K 0.58% 22
2024
Q1 		$10.9M Buy
67,422
+1,753
+3% +$275K 0.6% 23
2023
Q4 		$9.62M Buy
65,669
+534
+0.8% +$79.1K 0.59% 23
2023
Q3 		$9.5M Buy
65,135
+1,025
+2% +$157K 0.65% 23
2023
Q2 		$9.73M Buy
64,110
+1,691
+3% +$255K 0.65% 23
2023
Q1 		$9.28M Buy
62,419
+1,856
+3% +$265K 0.67% 22
2022
Q4 		$9.18M Sell
60,563
-1,289
-2% -$181K 0.71% 20
2022
Q3 		$7.81M Buy
61,852
+680
+1% +$96.6K 0.67% 21
2022
Q2 		$8.8M Buy
61,172
+194
+0.3% +$29.2K 0.74% 20
2022
Q1 		$9.58M Buy
60,978
+1,907
+3% +$298K 0.7% 23
2021
Q4 		$9.66M Buy
59,071
+1,671
+3% +$248K 0.66% 23
2021
Q3 		$8.03M Sell
57,400
-894
-2% -$127K 0.61% 24
2021
Q2 		$7.87M Buy
58,294
+443
+0.8% +$59.9K 0.61% 24
2021
Q1 		$7.83M Buy
57,851
+2,156
+4% +$281K 0.69% 23
2020
Q4 		$7.75M Sell
55,695
-4
-0% -$559 0.76% 22
2020
Q3 		$7.74M Buy
55,699
+103
+0.2% +$13.7K 1.01% 17
2020
Q2 		$6.65M Sell
55,596
-98
-0.2% -$11.4K 0.95% 18
2020
Q1 		$6.13M Sell
55,694
-599
-1% -$71.9K 1.07% 15
2019
Q4 		$7.03M Buy
56,293
+1,109
+2% +$136K 0.92% 13
2019
Q3 		$6.86M Buy
55,184
+9
+0% +$1.06K 0.98% 13
2019
Q2 		$6.05M Sell
55,175
-933
-2% -$99.4K 0.88% 14
2019
Q1 		$5.84M Sell
56,108
-2,437
-4% -$237K 0.85% 15
2018
Q4 		$5.37M Buy
58,545
+4,042
+7% +$361K 0.85% 14
2018
Q3 		$4.54M Buy
54,503
+110
+0.2% +$9K 0.71% 19
2018
Q2 		$4.25M Sell
54,393
-2,058
-4% -$155K 0.71% 17
2018
Q1 		$4.47M Buy
56,451
+32
+0.1% +$2.67K 0.78% 15
2017
Q4 		$5.18M Sell
56,419
-675
-1% -$60.7K 0.9% 14
2017
Q3 		$5.19M Sell
57,094
-934
-2% -$85K 0.95% 13
2017
Q2 		$5.06M Buy
58,028
+59
+0.1% +$5.2K 0.96% 13
2017
Q1 		$5.21M Sell
57,969
-68
-0.1% -$6.03K 1.02% 13
2016
Q4 		$4.88M Buy
58,037
+398
+0.7% +$33.9K 0.98% 13
2016
Q3 		$5.17M Sell
57,639
-167
-0.3% -$14.5K 1.06% 12
2016
Q2 		$4.89M Buy
57,806
+481
+0.8% +$39.5K 1.04% 14
2016
Q1 		$4.72M Buy
57,325
+180
+0.3% +$14.5K 1.04% 12
2015
Q4 		$4.54M Sell
57,145
-1,042
-2% -$79.6K 1.11% 11
2015
Q3 		$4.19M Buy
58,187
+2,138
+4% +$160K 1.12% 11
2015
Q2 		$4.38M Sell
56,049
-417
-0.7% -$33.6K 1.12% 11
2015
Q1 		$4.63M Buy
56,466
+2,159
+4% +$186K 1.17% 11
2014
Q4 		$4.95M Buy
54,307
+5,679
+12% +$500K 1.33% 11
2014
Q3 		$4.07M Buy
48,628
+594
+1% +$48.7K 1.24% 10
2014
Q2 		$3.77M Buy
48,034
+588
+1% +$47.4K 1.18% 12
2014
Q1 		$3.82M Buy
47,446
+665
+1% +$52.4K 1.28% 11
2013
Q4 		$3.81M Buy
46,781
+1,794
+4% +$146K 1.38% 11
2013
Q3 		$3.4M Sell
44,987
-1,557
-3% -$124K 1.39% 9
2013
Q2 		$3.58M Buy
+46,544
New +$3.65M 1.69% 6

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Joel Isaacson & Co's PG Position: Q2 2026 in Review

Joel Isaacson & Co increased its Procter & Gamble (PG) stake by 0.4% in Q2 2026, buying an estimated $41.9K and bringing the position to 72,007 shares worth $10.6M. The position accounts for 0.31% of the portfolio, ranked #42.

Joel Isaacson & Co first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.6M in Q3 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Joel Isaacson & Co held 72,007 shares of Procter & Gamble worth $10.6M as of Q2 2026.
  • Joel Isaacson & Co bought 288 Procter & Gamble shares in Q2 2026, an estimated $41.9K.
  • Procter & Gamble made up 0.31% of Joel Isaacson & Co's portfolio in Q2 2026, its #42 holding.
  • Joel Isaacson & Co first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Joel Isaacson & Co's Procter & Gamble position peaked at $11.6M in Q3 2024.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.