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M3 Advisory Group’s Procter & Gamble PG Stock Holding History

M3 Advisory 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
Q2 		$259K Sell
1,768
-329
-16% -$47.9K 0.13% 129
2026
Q1 		$303K Buy
2,097
+233
+13% +$35.3K 0.19% 93
2025
Q4 		$267K Sell
1,864
-838
-31% -$124K 0.16% 102
2025
Q3 		$415K Sell
2,702
-431
-14% -$67.3K 0.26% 71
2025
Q2 		$499K Buy
3,133
+7
+0.2% +$1.14K 0.35% 58
2025
Q1 		$533K Sell
3,126
-233
-7% -$39K 0.42% 50
2024
Q4 		$563K Buy
3,359
+93
+3% +$15.8K 0.4% 53
2024
Q3 		$566K Buy
3,266
+89
+3% +$15.1K 0.42% 50
2024
Q2 		$524K Buy
3,177
+146
+5% +$23.9K 0.43% 51
2024
Q1 		$492K Buy
3,031
+89
+3% +$14K 0.45% 51
2023
Q4 		$431K Buy
+2,942
New +$436K 0.5% 45

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

M3 Advisory Group's PG Position: Q2 2026 in Review

M3 Advisory Group reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $47.9K and leaving 1,768 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #129.

M3 Advisory Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $566K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • M3 Advisory Group held 1,768 shares of Procter & Gamble worth $259K as of Q2 2026.
  • M3 Advisory Group sold 329 Procter & Gamble shares in Q2 2026, an estimated $47.9K.
  • Procter & Gamble made up 0.13% of M3 Advisory Group's portfolio in Q2 2026, its #129 holding.
  • M3 Advisory Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • M3 Advisory Group's Procter & Gamble position peaked at $566K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.