Seven Mile Advisory’s Procter & Gamble PG Stock Holding History

Seven Mile Advisory’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	$352K	Sell	2,438 -1,899	-44%	-$288K	0.25%	78
2025 Q4	$622K	Sell	4,337 -845	-16%	-$125K	0.11%	93
2025 Q3	$796K	Buy	5,182 +1,449	+39%	+$226K	0.13%	86
2025 Q2	$595K	Sell	3,733 -467	-11%	-$76.2K	0.36%	49
2025 Q1	$716K	Buy	4,200 +292	+7%	+$48.9K	0.48%	37
2024 Q4	$655K	Buy	3,908 +109	+3%	+$18.6K	0.42%	38
2024 Q3	$658K	Buy	3,799 +166	+5%	+$28.2K	0.44%	41
2024 Q2	$599K	Buy	3,633 +214	+6%	+$35K	0.44%	44
2024 Q1	$555K	Buy	3,419 +59	+2%	+$9.25K	0.42%	51
2023 Q4	$492K	Sell	3,360 -135	-4%	-$20K	0.43%	55
2023 Q3	$510K	Sell	3,495 -35	-1%	-$5.35K	0.54%	41
2023 Q2	$536K	Buy	+3,530	New	+$532K	0.62%	38

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

Seven Mile Advisory's PG Position: Q1 2026 in Review

Seven Mile Advisory reduced its Procter & Gamble (PG) stake by 44% in Q1 2026, selling an estimated $288K and leaving 2,438 shares worth $352K. The position accounts for 0.25% of the portfolio, ranked #78.

Seven Mile Advisory first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $796K in Q3 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Seven Mile Advisory held 2,438 shares of Procter & Gamble worth $352K as of Q1 2026.
Seven Mile Advisory sold 1,899 Procter & Gamble shares in Q1 2026, an estimated $288K.
Procter & Gamble made up 0.25% of Seven Mile Advisory's portfolio in Q1 2026, its #78 holding.
Seven Mile Advisory first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Procter & Gamble position peaked at $796K in Q3 2025.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.