Mark Sheptoff Financial Planning’s Procter & Gamble PG Stock Holding History

Mark Sheptoff Financial Planning’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	$710K	Sell	4,897 -680	-12%	-$103K	0.38%	48
2025 Q4	$799K	Sell	5,577 -260	-4%	-$38.3K	0.38%	38
2025 Q3	$897K	Sell	5,837 -50	-0.8%	-$7.81K	0.43%	36
2025 Q2	$938K	Sell	5,887 -100	-2%	-$16.3K	0.5%	35
2025 Q1	$1.02M	Sell	5,987 -300	-5%	-$50.2K	0.56%	34
2024 Q4	$1.05M	Sell	6,287 -85	-1%	-$14.5K	0.57%	35
2024 Q3	$1.1M	Sell	6,372 -300	-4%	-$50.9K	0.59%	33
2024 Q2	$1.1M	Hold	6,672	–	–	0.62%	35
2024 Q1	$1.08M	Sell	6,672 -100	-1%	-$15.7K	0.6%	36
2023 Q4	$992K	Sell	6,772 -20	-0.3%	-$2.96K	0.6%	30
2023 Q3	$991K	Sell	6,792 -50	-0.7%	-$7.64K	0.64%	28
2023 Q2	$1.04M	Sell	6,842 -350	-5%	-$52.8K	0.59%	32
2023 Q1	$1.07M	Sell	7,192 -49	-0.7%	-$7K	0.62%	34
2022 Q4	$1.1M	Sell	7,241 -1,093	-13%	-$153K	0.64%	34
2022 Q3	$1.05M	Hold	8,334	–	–	0.64%	30
2022 Q2	$1.2M	Buy	8,334 +71	+0.9%	+$10.7K	0.69%	32
2022 Q1	$1.26M	Sell	8,263 -2,384	-22%	-$373K	0.64%	33
2021 Q4	$1.74M	Sell	10,647 -79	-0.7%	-$11.7K	0.83%	25
2021 Q3	$1.5M	Sell	10,726 -1,949	-15%	-$276K	0.83%	24
2021 Q2	$1.71M	Buy	12,675 +2,246	+22%	+$304K	0.92%	24
2021 Q1	$1.41M	Hold	10,429	–	–	0.81%	28
2020 Q4	$1.45M	Buy	10,429 +1,205	+13%	+$168K	0.83%	28
2020 Q3	$1.28M	Buy	9,224 +645	+8%	+$85.6K	0.79%	31
2020 Q2	$1.03M	Sell	8,579 -268	-3%	-$31.3K	0.67%	36
2020 Q1	$973K	Hold	8,847	–	–	0.74%	33
2019 Q4	$1.1M	Sell	8,847 -50	-0.6%	-$6.12K	0.7%	36
2019 Q3	$1.11M	Buy	8,897 +3,299	+59%	+$390K	0.75%	34
2019 Q2	$614K	Hold	5,598	–	–	0.42%	46
2019 Q1	$582K	Buy	5,598 +100	+2%	+$9.73K	0.42%	49
2018 Q4	$505K	Hold	5,498	–	–	0.42%	47
2018 Q3	$458K	Sell	5,498 -1,072	-16%	-$87.7K	0.31%	66
2018 Q2	$513K	Sell	6,570 -3,493	-35%	-$263K	0.38%	61
2018 Q1	$798K	Buy	10,063 +137	+1%	+$11.4K	0.55%	46
2017 Q4	$912K	Sell	9,926 -100	-1%	-$8.99K	0.59%	50
2017 Q3	$912K	Sell	10,026 -100	-1%	-$9.1K	0.61%	45
2017 Q2	$882K	Sell	10,126 -1	-0%	-$88	0.61%	48
2017 Q1	$910K	Buy	10,127 +901	+10%	+$79.9K	0.65%	43
2016 Q4	$776K	Buy	9,226 +275	+3%	+$23.4K	0.58%	48
2016 Q3	$803K	Hold	8,951	–	–	0.6%	45
2016 Q2	$758K	Sell	8,951 -297	-3%	-$24.4K	0.57%	46
2016 Q1	$761K	Sell	9,248 -100	-1%	-$8.06K	0.62%	43
2015 Q4	$742K	Hold	9,348	–	–	0.6%	45
2015 Q3	$672K	Buy	9,348 +135	+1%	+$10.1K	0.59%	46
2015 Q2	$721K	Buy	9,213 +815	+10%	+$65.6K	0.58%	50
2015 Q1	$688K	Sell	8,398 -1,000	-11%	-$86K	0.57%	49
2014 Q4	$856K	Hold	9,398	–	–	0.76%	42
2014 Q3	$787K	Sell	9,398 -500	-5%	-$41K	0.7%	43
2014 Q2	$778K	Sell	9,898 -300	-3%	-$24.2K	0.67%	44
2014 Q1	$822K	Buy	+10,198	New	+$804K	0.73%	40

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

Mark Sheptoff Financial Planning's PG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Procter & Gamble (PG) stake by 12% in Q1 2026, selling an estimated $103K and leaving 4,897 shares worth $710K. The position accounts for 0.38% of the portfolio, ranked #48.

Mark Sheptoff Financial Planning first reported a position in PG in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.74M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Mark Sheptoff Financial Planning held 4,897 shares of Procter & Gamble worth $710K as of Q1 2026.
Mark Sheptoff Financial Planning sold 680 Procter & Gamble shares in Q1 2026, an estimated $103K.
Procter & Gamble made up 0.38% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #48 holding.
Mark Sheptoff Financial Planning first reported a position in Procter & Gamble in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Procter & Gamble position peaked at $1.74M in Q4 2021.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.