Patrick M. Sweeney & Associates’s Procter & Gamble PG Stock Holding History

Patrick M. Sweeney & Associates’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	$809K	Sell	5,603 -50	-0.9%	-$7.58K	0.52%	47
2025 Q4	$810K	Hold	5,653	–	–	0.51%	49
2025 Q3	$869K	Buy	5,653 +1	+0%	+$156	0.56%	43
2025 Q2	$909K	Buy	5,652 +59	+1%	+$9.63K	0.63%	38
2025 Q1	$953K	Buy	5,593 +1	+0%	+$167	0.71%	31
2024 Q4	$937K	Buy	5,592 +31	+0.6%	+$5.28K	0.7%	34
2024 Q3	$963K	Buy	5,561 +59	+1%	+$10K	0.71%	31
2024 Q2	$907K	Buy	5,502 +236	+4%	+$38.6K	0.73%	30
2024 Q1	$854K	Buy	5,266 +65	+1%	+$10.2K	0.7%	32
2023 Q4	$762K	Buy	+5,201	New	+$770K	0.7%	35

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

Patrick M. Sweeney & Associates's PG Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Procter & Gamble (PG) stake by 0.88% in Q1 2026, selling an estimated $7.58K and leaving 5,603 shares worth $809K. The position accounts for 0.52% of the portfolio, ranked #47.

Patrick M. Sweeney & Associates first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $963K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Patrick M. Sweeney & Associates held 5,603 shares of Procter & Gamble worth $809K as of Q1 2026.
Patrick M. Sweeney & Associates sold 50 Procter & Gamble shares in Q1 2026, an estimated $7.58K.
Procter & Gamble made up 0.52% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #47 holding.
Patrick M. Sweeney & Associates first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Procter & Gamble position peaked at $963K in Q3 2024.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.