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 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 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

M3 Advisory Group's PG Position: Q1 2026 in Review

M3 Advisory Group increased its Procter & Gamble (PG) stake by 13% in Q1 2026, buying an estimated $35.3K and bringing the position to 2,097 shares worth $303K. The position accounts for 0.19% of the portfolio, ranked #93.

M3 Advisory Group first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $566K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

M3 Advisory Group held 2,097 shares of Procter & Gamble worth $303K as of Q1 2026.
M3 Advisory Group bought 233 Procter & Gamble shares in Q1 2026, an estimated $35.3K.
Procter & Gamble made up 0.19% of M3 Advisory Group's portfolio in Q1 2026, its #93 holding.
M3 Advisory Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Procter & Gamble position peaked at $566K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.