Klingman & Associates’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.25M | Buy |
15,551
+113
| +0.7% | +$17.1K | 0.11% | 78 |
|
|
2025
Q4 | $2.21M | Sell |
15,438
-1,199
| -7% | -$177K | 0.11% | 82 |
|
|
2025
Q3 | $2.56M | Buy |
16,637
+2,836
| +21% | +$443K | 0.13% | 68 |
|
|
2025
Q2 | $2.2M | Buy |
13,801
+1,684
| +14% | +$275K | 0.12% | 72 |
|
|
2025
Q1 | $2.07M | Buy |
12,117
+1,849
| +18% | +$310K | 0.13% | 71 |
|
|
2024
Q4 | $1.72M | Sell |
10,268
-124
| -1% | -$21.1K | 0.11% | 80 |
|
|
2024
Q3 | $1.8M | Buy |
10,392
+1,190
| +13% | +$202K | 0.11% | 80 |
|
|
2024
Q2 | $1.52M | Buy |
9,202
+624
| +7% | +$102K | 0.1% | 76 |
|
|
2024
Q1 | $1.39M | Sell |
8,578
-298
| -3% | -$46.7K | 0.1% | 82 |
|
|
2023
Q4 | $1.3M | Sell |
8,876
-128
| -1% | -$19K | 0.1% | 78 |
|
|
2023
Q3 | $1.31M | Sell |
9,004
-99
| -1% | -$15.1K | 0.11% | 76 |
|
|
2023
Q2 | $1.38M | Buy |
9,103
+414
| +5% | +$62.4K | 0.11% | 72 |
|
|
2023
Q1 | $1.29M | Buy |
8,689
+328
| +4% | +$46.9K | 0.11% | 68 |
|
|
2022
Q4 | $1.27M | Sell |
8,361
-206
| -2% | -$28.9K | 0.11% | 66 |
|
|
2022
Q3 | $1.08M | Buy |
8,567
+67
| +0.8% | +$9.52K | 0.11% | 73 |
|
|
2022
Q2 | $1.22M | Sell |
8,500
-100
| -1% | -$15K | 0.12% | 67 |
|
|
2022
Q1 | $1.31M | Buy |
8,600
+2,794
| +48% | +$437K | 0.11% | 65 |
|
|
2021
Q4 | $950K | Buy |
5,806
+43
| +0.7% | +$6.38K | 0.08% | 71 |
|
|
2021
Q3 | $806K | Sell |
5,763
-201
| -3% | -$28.5K | 0.08% | 79 |
|
|
2021
Q2 | $805K | Sell |
5,964
-840
| -12% | -$114K | 0.08% | 78 |
|
|
2021
Q1 | $921K | Buy |
6,804
+992
| +17% | +$129K | 0.1% | 64 |
|
|
2020
Q4 | $809K | Buy |
5,812
+647
| +13% | +$90.4K | 0.09% | 71 |
|
|
2020
Q3 | $718K | Buy |
5,165
+1,008
| +24% | +$134K | 0.1% | 62 |
|
|
2020
Q2 | $497K | Buy |
4,157
+703
| +20% | +$82K | 0.08% | 76 |
|
|
2020
Q1 | $380K | Buy |
3,454
+592
| +21% | +$71.1K | 0.08% | 83 |
|
|
2019
Q4 | $357K | Hold |
2,862
| – | – | 0.06% | 94 |
|
|
2019
Q3 | $356K | Hold |
2,862
| – | – | 0.06% | 85 |
|
|
2019
Q2 | $314K | Hold |
2,862
| – | – | 0.06% | 93 |
|
|
2019
Q1 | $298K | Sell |
2,862
-950
| -25% | -$92.5K | 0.06% | 96 |
|
|
2018
Q4 | $350K | Buy |
3,812
+1,290
| +51% | +$115K | 0.08% | 76 |
|
|
2018
Q3 | $210K | Buy |
+2,522
| New | +$206K | 0.04% | 101 |
|
|
2018
Q2 | – | Sell |
-2,596
| Closed | -$206K | – | 111 |
|
|
2018
Q1 | $206K | Buy |
2,596
+155
| +6% | +$12.9K | 0.05% | 103 |
|
|
2017
Q4 | $224K | Sell |
2,441
-60
| -2% | -$5.4K | 0.05% | 106 |
|
|
2017
Q3 | $228K | Buy |
2,501
+60
| +2% | +$5.46K | 0.06% | 88 |
|
|
2017
Q2 | $213K | Sell |
2,441
-402
| -14% | -$35.4K | 0.06% | 90 |
|
|
2017
Q1 | $255K | Sell |
2,843
-196
| -6% | -$17.4K | 0.07% | 82 |
|
|
2016
Q4 | $256K | Sell |
3,039
-568
| -16% | -$48.4K | 0.08% | 77 |
|
|
2016
Q3 | $324K | Buy |
3,607
+614
| +21% | +$53.3K | 0.1% | 74 |
|
|
2016
Q2 | $253K | Sell |
2,993
-179
| -6% | -$14.7K | 0.08% | 79 |
|
|
2016
Q1 | $261K | Hold |
3,172
| – | – | 0.09% | 81 |
|
|
2015
Q4 | $252K | Hold |
3,172
| – | – | 0.09% | 92 |
|
|
2015
Q3 | $228K | Sell |
3,172
-227
| -7% | -$17K | 0.09% | 97 |
|
|
2015
Q2 | $266K | Buy |
3,399
+59
| +2% | +$4.75K | 0.1% | 74 |
|
|
2015
Q1 | $274K | Buy |
3,340
+280
| +9% | +$24.1K | 0.11% | 72 |
|
|
2014
Q4 | $278K | Buy |
+3,060
| New | +$269K | 0.12% | 73 |
|
Other funds holding PG
VCM
VPM
Klingman & Associates's PG Position: Q1 2026 in Review
Klingman & Associates increased its Procter & Gamble (PG) stake by 0.73% in Q1 2026, buying an estimated $17.1K and bringing the position to 15,551 shares worth $2.25M. The position accounts for 0.11% of the portfolio, ranked #78.
Klingman & Associates first reported a position in PG in Q4 2014 and has held it in 45 quarters since. The position peaked at $2.56M in Q3 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Klingman & Associates held 15,551 shares of Procter & Gamble worth $2.25M as of Q1 2026.
- Klingman & Associates bought 113 Procter & Gamble shares in Q1 2026, an estimated $17.1K.
- Procter & Gamble made up 0.11% of Klingman & Associates's portfolio in Q1 2026, its #78 holding.
- Klingman & Associates first reported a position in Procter & Gamble in Q4 2014 and has held it in 45 quarters since.
- Klingman & Associates's Procter & Gamble position peaked at $2.56M in Q3 2025.
- 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.