RGF
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Retirement Guys Formula’s Procter & Gamble PG Stock Holding History

Retirement Guys Formula’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 		$1.7M Buy
11,788
+1,792
+18% +$272K 0.78% 54
2025
Q4 		$1.43M Buy
9,996
+6,725
+206% +$992K 0.65% 62
2025
Q3 		$503K Sell
3,271
-103
-3% -$16.1K 0.18% 117
2025
Q2 		$538K Sell
3,374
-84
-2% -$13.7K 0.2% 103
2025
Q1 		$589K Sell
3,458
-3,723
-52% -$624K 0.29% 95
2024
Q4 		$1.2M Buy
7,181
+1,021
+17% +$174K 0.61% 53
2024
Q3 		$1.07M Buy
6,160
+410
+7% +$69.6K 0.5% 62
2024
Q2 		$948K Sell
5,750
-167
-3% -$27.3K 0.45% 65
2024
Q1 		$960K Buy
5,917
+896
+18% +$141K 0.47% 65
2023
Q4 		$736K Sell
5,021
-104
-2% -$15.4K 0.39% 68
2023
Q3 		$748K Sell
5,125
-51
-1% -$7.79K 0.52% 58
2023
Q2 		$785K Buy
5,176
+32
+0.6% +$4.82K 0.46% 46
2023
Q1 		$765K Buy
5,144
+30
+0.6% +$4.29K 0.55% 41
2022
Q4 		$775K Buy
5,114
+581
+13% +$81.4K 0.64% 33
2022
Q3 		$573K Buy
4,533
+573
+14% +$81.4K 0.6% 30
2022
Q2 		$569K Buy
3,960
+665
+20% +$99.9K 0.58% 30
2022
Q1 		$503K Sell
3,295
-347
-10% -$54.3K 0.34% 54
2021
Q4 		$596K Buy
+3,642
New +$541K 0.47% 43

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

Retirement Guys Formula's PG Position: Q1 2026 in Review

Retirement Guys Formula increased its Procter & Gamble (PG) stake by 18% in Q1 2026, buying an estimated $272K and bringing the position to 11,788 shares worth $1.7M. The position accounts for 0.78% of the portfolio, ranked #54.

Retirement Guys Formula first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Retirement Guys Formula held 11,788 shares of Procter & Gamble worth $1.7M as of Q1 2026.
  • Retirement Guys Formula bought 1,792 Procter & Gamble shares in Q1 2026, an estimated $272K.
  • Procter & Gamble made up 0.78% of Retirement Guys Formula's portfolio in Q1 2026, its #54 holding.
  • Retirement Guys Formula first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.