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SFMG Wealth Advisors’s Procter & Gamble PG Stock Holding History

SFMG Wealth Advisors’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 		$1.28M Buy
8,737
+351
+4% +$51.1K 0.08% 107
2026
Q1 		$1.21M Sell
8,386
-134
-2% -$20.3K 0.08% 102
2025
Q4 		$1.22M Buy
8,520
+22
+0.3% +$3.24K 0.08% 96
2025
Q3 		$1.31M Buy
8,498
+182
+2% +$28.4K 0.09% 94
2025
Q2 		$1.32M Sell
8,316
-76
-0.9% -$12.4K 0.1% 89
2025
Q1 		$1.43M Buy
8,392
+3
+0% +$502 0.11% 86
2024
Q4 		$1.41M Sell
8,389
-3
-0% -$511 0.11% 87
2024
Q3 		$1.45M Buy
8,392
+41
+0.5% +$6.96K 0.12% 77
2024
Q2 		$1.38M Sell
8,351
-218
-3% -$35.6K 0.12% 79
2024
Q1 		$1.39M Buy
8,569
+439
+5% +$68.8K 0.12% 82
2023
Q4 		$1.19M Buy
8,130
+207
+3% +$30.7K 0.11% 85
2023
Q3 		$1.16M Sell
7,923
-1,010
-11% -$154K 0.12% 82
2023
Q2 		$1.36M Sell
8,933
-875
-9% -$132K 0.14% 77
2023
Q1 		$1.46M Sell
9,808
-190
-2% -$27.2K 0.16% 72
2022
Q4 		$1.52M Sell
9,998
-497
-5% -$69.7K 0.17% 71
2022
Q3 		$1.31M Buy
10,495
+201
+2% +$28.6K 0.15% 74
2022
Q2 		$1.48M Buy
10,294
+556
+6% +$83.6K 0.17% 73
2022
Q1 		$1.49M Buy
9,738
+401
+4% +$62.7K 0.15% 80
2021
Q4 		$1.53M Buy
9,337
+222
+2% +$33K 0.15% 80
2021
Q3 		$1.27M Buy
9,115
+109
+1% +$15.4K 0.14% 81
2021
Q2 		$1.22M Buy
9,006
+62
+0.7% +$8.39K 0.14% 82
2021
Q1 		$1.21M Buy
8,944
+34
+0.4% +$4.44K 0.14% 75
2020
Q4 		$1.24M Buy
8,910
+1,169
+15% +$163K 0.16% 67
2020
Q3 		$1.08M Buy
7,741
+2,382
+44% +$316K 0.15% 61
2020
Q2 		$641K Buy
5,359
+44
+0.8% +$5.13K 0.09% 79
2020
Q1 		$585K Buy
5,315
+35
+0.7% +$4.2K 0.09% 64
2019
Q4 		$659K Buy
5,280
+182
+4% +$22.3K 0.08% 86
2019
Q3 		$634K Sell
5,098
-100
-2% -$11.8K 0.09% 76
2019
Q2 		$596K Buy
5,198
+223
+4% +$23.8K 0.08% 76
2019
Q1 		$518K Sell
4,975
-27
-0.5% -$2.63K 0.07% 76
2018
Q4 		$460K Buy
5,002
+323
+7% +$28.9K 0.07% 78
2018
Q3 		$420K Buy
4,679
+941
+25% +$77K 0.06% 83
2018
Q2 		$292K Sell
3,738
-704
-16% -$53K 0.05% 108
2018
Q1 		$352K Buy
4,442
+1,147
+35% +$95.6K 0.06% 95
2017
Q4 		$303K Buy
3,295
+217
+7% +$19.5K 0.05% 106
2017
Q3 		$280K Buy
3,078
+16
+0.5% +$1.46K 0.05% 101
2017
Q2 		$267K Sell
3,062
-521
-15% -$45.9K 0.06% 98
2017
Q1 		$322K Buy
3,583
+70
+2% +$6.21K 0.07% 84
2016
Q4 		$295K Buy
3,513
+98
+3% +$8.35K 0.06% 88
2016
Q3 		$306K Hold
3,415
– – 0.07% 82
2016
Q2 		$289K Sell
3,415
-200
-6% -$16.4K 0.06% 86
2016
Q1 		$298K Buy
3,615
+478
+15% +$38.5K 0.07% 79
2015
Q4 		$249K Sell
3,137
-115
-4% -$8.79K 0.06% 96
2015
Q3 		$234K Buy
3,252
+215
+7% +$16.1K 0.06% 100
2015
Q2 		$238K Sell
3,037
-3,586
-54% -$289K 0.05% 98
2015
Q1 		$543K Buy
6,623
+3,717
+128% +$320K 0.04% 95
2014
Q4 		$265K Buy
2,906
+350
+14% +$30.8K 0.06% 96
2014
Q3 		$214K Buy
+2,556
New +$209K 0.07% 81

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

SFMG Wealth Advisors's PG Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Procter & Gamble (PG) stake by 4.2% in Q2 2026, buying an estimated $51.1K and bringing the position to 8,737 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #107.

SFMG Wealth Advisors first reported a position in PG in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.53M in Q4 2021. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SFMG Wealth Advisors held 8,737 shares of Procter & Gamble worth $1.28M as of Q2 2026.
  • SFMG Wealth Advisors bought 351 Procter & Gamble shares in Q2 2026, an estimated $51.1K.
  • Procter & Gamble made up 0.08% of SFMG Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • SFMG Wealth Advisors first reported a position in Procter & Gamble in Q3 2014 and has held it in 48 quarters since.
  • SFMG Wealth Advisors's Procter & Gamble position peaked at $1.53M in Q4 2021.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.