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Piedmont Capital Management (Montana)’s Procter & Gamble PG Stock Holding History

Piedmont Capital Management (Montana)’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 		$273K Buy
1,865
+82
+5% +$11.9K 0.14% 48
2026
Q1 		$254K Buy
+1,783
New +$270K 0.13% 47
2025
Q3 		– Sell
-1,320
Closed -$210K – 56
2025
Q2 		$210K Buy
1,320
+39
+3% +$6.37K 0.12% 50
2025
Q1 		$203K Hold
1,281
– – 0.15% 42
2024
Q4 		$213K Hold
1,281
– – 0.13% 51
2024
Q3 		$221K Buy
+1,281
New +$217K 0.13% 49
2023
Q2 		– Sell
-1,353
Closed -$201K – 49
2023
Q1 		$201K Hold
1,353
– – 0.16% 45
2022
Q4 		$205K Buy
+1,353
New +$190K 0.17% 43
2022
Q2 		– Sell
-1,560
Closed -$239K – 40
2022
Q1 		$239K Sell
1,560
-502
-24% -$78.5K 0.18% 39
2021
Q4 		$337K Buy
2,062
+35
+2% +$5.2K 0.26% 35
2021
Q3 		$283K Sell
2,027
-12
-0.6% -$1.7K 0.23% 37
2021
Q2 		$276K Sell
2,039
-625
-23% -$84.6K 0.23% 35
2021
Q1 		$361K Hold
2,664
– – 0.34% 34
2020
Q4 		$371K Buy
+2,664
New +$372K 0.38% 31

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

Piedmont Capital Management (Montana)'s PG Position: Q2 2026 in Review

Piedmont Capital Management (Montana) increased its Procter & Gamble (PG) stake by 4.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,865 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #48.

Piedmont Capital Management (Montana) first reported a position in PG in Q4 2020 and has held it in 14 quarters since. The position peaked at $371K in Q4 2020. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Piedmont Capital Management (Montana) held 1,865 shares of Procter & Gamble worth $273K as of Q2 2026.
  • Piedmont Capital Management (Montana) bought 82 Procter & Gamble shares in Q2 2026, an estimated $11.9K.
  • Procter & Gamble made up 0.14% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #48 holding.
  • Piedmont Capital Management (Montana) first reported a position in Procter & Gamble in Q4 2020 and has held it in 14 quarters since.
  • Piedmont Capital Management (Montana)'s Procter & Gamble position peaked at $371K in Q4 2020.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.