JGCM
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Joseph Group Capital Management’s Procter & Gamble PG Stock Holding History

Joseph Group Capital 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
2026
Q1 		$6.54M Buy
45,305
+3,319
+8% +$503K 1.63% 19
2025
Q4 		$6.02M Buy
41,986
+1,853
+5% +$273K 1.58% 22
2025
Q3 		$6.17M Buy
40,133
+8,037
+25% +$1.26M 1.74% 16
2025
Q2 		$5.11M Buy
32,096
+3,001
+10% +$490K 1.72% 22
2025
Q1 		$4.96M Buy
29,095
+2,994
+11% +$501K 1.9% 14
2024
Q4 		$4.38M Buy
26,101
+2,947
+13% +$502K 1.72% 18
2024
Q3 		$4.01M Buy
23,154
+3,333
+17% +$566K 1.53% 17
2024
Q2 		$3.27M Buy
19,821
+3,342
+20% +$546K 1.7% 16
2024
Q1 		$2.67M Buy
16,479
+2,872
+21% +$450K 1.34% 21
2023
Q4 		$1.99M Buy
13,607
+602
+5% +$89.2K 1.16% 24
2023
Q3 		$1.9M Buy
13,005
+417
+3% +$63.7K 1.37% 18
2023
Q2 		$1.91M Buy
12,588
+792
+7% +$119K 1.61% 13
2023
Q1 		$1.75M Buy
11,796
+980
+9% +$140K 1.54% 13
2022
Q4 		$1.64M Sell
10,816
-99
-0.9% -$13.9K 1.56% 12
2022
Q3 		$1.38M Buy
10,915
+724
+7% +$103K 1.5% 16
2022
Q2 		$1.47M Buy
10,191
+512
+5% +$77K 1.47% 13
2022
Q1 		$1.48M Buy
9,679
+342
+4% +$53.5K 1.49% 18
2021
Q4 		$1.53M Buy
+9,337
New +$1.39M 1.47% 22

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Joseph Group Capital Management's PG Position: Q1 2026 in Review

Joseph Group Capital Management increased its Procter & Gamble (PG) stake by 7.9% in Q1 2026, buying an estimated $503K and bringing the position to 45,305 shares worth $6.54M. The position accounts for 1.63% of the portfolio, ranked #19.

Joseph Group Capital Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Joseph Group Capital Management held 45,305 shares of Procter & Gamble worth $6.54M as of Q1 2026.
  • Joseph Group Capital Management bought 3,319 Procter & Gamble shares in Q1 2026, an estimated $503K.
  • Procter & Gamble made up 1.63% of Joseph Group Capital Management's portfolio in Q1 2026, its #19 holding.
  • Joseph Group Capital Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.