PWMAG
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Pinnacle Wealth Management Advisory Group’s Procter & Gamble PG Stock Holding History

Pinnacle Wealth Management 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 		$8.07M Sell
55,845
-1,145
-2% -$174K 0.55% 38
2025
Q4 		$8.17M Sell
56,990
-373
-0.7% -$55K 0.56% 39
2025
Q3 		$8.81M Buy
57,363
+1,510
+3% +$236K 0.66% 36
2025
Q2 		$8.9M Sell
55,853
-503
-0.9% -$82.1K 0.74% 34
2025
Q1 		$9.6M Buy
56,356
+465
+0.8% +$77.9K 0.9% 31
2024
Q4 		$9.37M Sell
55,891
-77
-0.1% -$13.1K 0.88% 30
2024
Q3 		$9.69M Sell
55,968
-128
-0.2% -$21.7K 0.93% 28
2024
Q2 		$9.25M Buy
56,096
+384
+0.7% +$62.8K 0.95% 27
2024
Q1 		$9.04M Sell
55,712
-72
-0.1% -$11.3K 0.97% 26
2023
Q4 		$8.17M Buy
55,784
+889
+2% +$132K 0.96% 26
2023
Q3 		$8.01M Buy
54,895
+291
+0.5% +$44.4K 1.04% 25
2023
Q2 		$8.29M Buy
54,604
+251
+0.5% +$37.8K 1.03% 24
2023
Q1 		$8.08M Sell
54,353
-423
-0.8% -$60.5K 1.09% 21
2022
Q4 		$8.3M Buy
54,776
+271
+0.5% +$38K 1.25% 19
2022
Q3 		$6.88M Buy
54,505
+2,046
+4% +$291K 1.14% 23
2022
Q2 		$7.54M Buy
52,459
+413
+0.8% +$62.1K 1.22% 20
2022
Q1 		$7.95M Buy
52,046
+4,336
+9% +$678K 1.15% 20
2021
Q4 		$7.8M Buy
47,710
+28,567
+149% +$4.24M 1.28% 18
2021
Q3 		$2.68M Buy
19,143
+59
+0.3% +$8.36K 0.63% 41
2021
Q2 		$2.58M Buy
19,084
+715
+4% +$96.7K 0.6% 42
2021
Q1 		$2.49M Sell
18,369
-1,308
-7% -$171K 0.7% 35
2020
Q4 		$2.74M Sell
19,677
-3,875
-16% -$542K 0.83% 30
2020
Q3 		$3.27M Sell
23,552
-889
-4% -$118K 1.14% 23
2020
Q2 		$2.92M Buy
24,441
+1,345
+6% +$157K 1.08% 23
2020
Q1 		$2.54M Buy
23,096
+910
+4% +$109K 1.23% 22
2019
Q4 		$2.77M Buy
22,186
+6,306
+40% +$772K 1.04% 27
2019
Q3 		$1.98M Sell
15,880
-105
-0.7% -$12.4K 0.83% 29
2019
Q2 		$1.75M Buy
15,985
+116
+0.7% +$12.4K 0.75% 38
2019
Q1 		$1.65M Buy
15,869
+755
+5% +$73.5K 0.75% 39
2018
Q4 		$1.39M Buy
15,114
+636
+4% +$56.9K 0.75% 38
2018
Q3 		$1.21M Sell
14,478
-30
-0.2% -$2.45K 0.59% 53
2018
Q2 		$1.13M Buy
14,508
+12
+0.1% +$903 0.61% 50
2018
Q1 		$1.15M Sell
14,496
-519
-3% -$43.3K 0.65% 48
2017
Q4 		$1.38M Sell
15,015
-150
-1% -$13.5K 0.76% 39
2017
Q3 		$1.38M Buy
15,165
+15
+0.1% +$1.37K 0.8% 34
2017
Q2 		$1.32M Buy
15,150
+696
+5% +$61.4K 0.82% 37
2017
Q1 		$1.3M Buy
14,454
+141
+1% +$12.5K 0.9% 30
2016
Q4 		$1.2M Buy
14,313
+260
+2% +$22.2K 0.86% 36
2016
Q3 		$1.26M Sell
14,053
-100
-0.7% -$8.69K 0.96% 27
2016
Q2 		$1.2M Buy
14,153
+250
+2% +$20.5K 0.95% 31
2016
Q1 		$1.14M Buy
13,903
+114
+0.8% +$9.19K 1.02% 31
2015
Q4 		$1.09M Sell
13,789
-200
-1% -$15.3K 1% 34
2015
Q3 		$1.01M Sell
13,989
-1,375
-9% -$103K 0.97% 33
2015
Q2 		$1.2M Sell
15,364
-45
-0.3% -$3.62K 1.11% 28
2015
Q1 		$1.26M Sell
15,409
-96
-0.6% -$8.25K 1.13% 26
2014
Q4 		$1.41M Buy
+15,505
New +$1.36M 1.31% 24

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's PG Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Procter & Gamble (PG) stake by 2% in Q1 2026, selling an estimated $174K and leaving 55,845 shares worth $8.07M. The position accounts for 0.55% of the portfolio, ranked #38.

Pinnacle Wealth Management Advisory Group first reported a position in PG in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.69M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 55,845 shares of Procter & Gamble worth $8.07M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,145 Procter & Gamble shares in Q1 2026, an estimated $174K.
  • Procter & Gamble made up 0.55% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #38 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Procter & Gamble in Q4 2014 and has held it in 46 quarters since.
  • Pinnacle Wealth Management Advisory Group's Procter & Gamble position peaked at $9.69M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.