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Sherman Asset Management’s Procter & Gamble PG Stock Holding History

Sherman Asset 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 		$189K Buy
1,308
+28
+2% +$4.25K 0.17% 51
2025
Q4 		$183K Hold
1,280
– – 0.16% 60
2025
Q3 		$197K Sell
1,280
-1,393
-52% -$218K 0.17% 53
2025
Q2 		$426K Sell
2,673
-1
-0% -$163 0.38% 37
2025
Q1 		$456K Buy
2,674
+143
+6% +$24K 0.44% 35
2024
Q4 		$424K Buy
+2,531
New +$431K 0.39% 38

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

Sherman Asset Management's PG Position: Q1 2026 in Review

Sherman Asset Management increased its Procter & Gamble (PG) stake by 2.2% in Q1 2026, buying an estimated $4.25K and bringing the position to 1,308 shares worth $189K. The position accounts for 0.17% of the portfolio, ranked #51.

Sherman Asset Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sherman Asset Management held 1,308 shares of Procter & Gamble worth $189K as of Q1 2026.
  • Sherman Asset Management bought 28 Procter & Gamble shares in Q1 2026, an estimated $4.25K.
  • Procter & Gamble made up 0.17% of Sherman Asset Management's portfolio in Q1 2026, its #51 holding.
  • Sherman Asset Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Sherman Asset Management's Procter & Gamble position peaked at $456K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.