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Schrum Private Wealth Management’s Procter & Gamble PG Stock Holding History

Schrum Private Wealth Management’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 		$696K Sell
4,818
-82
-2% -$12.4K 0.53% 57
2025
Q4 		$702K Sell
4,900
-353
-7% -$52K 0.52% 56
2025
Q3 		$807K Buy
5,253
+279
+6% +$43.6K 0.59% 48
2025
Q2 		$792K Buy
4,974
+149
+3% +$24.3K 0.64% 42
2025
Q1 		$822K Sell
4,825
-191
-4% -$32K 0.72% 39
2024
Q4 		$841K Sell
5,016
-2,366
-32% -$403K 0.71% 40
2024
Q3 		$1.28M Buy
7,382
+1,982
+37% +$336K 0.66% 40
2024
Q2 		$891K Sell
5,400
-327
-6% -$53.5K 0.8% 34
2024
Q1 		$929K Buy
5,727
+1,803
+46% +$283K 0.84% 35
2023
Q4 		$575K Sell
3,924
-1,511
-28% -$224K 0.82% 35
2023
Q3 		$793K Buy
5,435
+4
+0.1% +$611 0.9% 31
2023
Q2 		$824K Sell
5,431
-66
-1% -$9.95K 0.89% 33
2023
Q1 		$817K Sell
5,497
-158
-3% -$22.6K 0.94% 29
2022
Q4 		$857K Sell
5,655
-396
-7% -$55.5K 1.02% 28
2022
Q3 		$765K Sell
6,051
-1,029
-15% -$146K 0.97% 28
2022
Q2 		$1.02M Sell
7,080
-49
-0.7% -$7.37K 1.15% 24
2022
Q1 		$1.12M Sell
7,129
-13
-0.2% -$2.03K 1.12% 25
2021
Q4 		$1.17M Buy
+7,142
New +$1.06M 1.06% 25

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

Schrum Private Wealth Management's PG Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Procter & Gamble (PG) stake by 1.7% in Q1 2026, selling an estimated $12.4K and leaving 4,818 shares worth $696K. The position accounts for 0.53% of the portfolio, ranked #57.

Schrum Private Wealth Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Schrum Private Wealth Management held 4,818 shares of Procter & Gamble worth $696K as of Q1 2026.
  • Schrum Private Wealth Management sold 82 Procter & Gamble shares in Q1 2026, an estimated $12.4K.
  • Procter & Gamble made up 0.53% of Schrum Private Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Schrum Private Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Procter & Gamble position peaked at $1.28M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.