Sigma Planning Corp’s Procter & Gamble PG Stock Holding History

Sigma Planning Corp’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	$8.32M	Buy	57,629 +2,127	+4%	+$322K	0.23%	75
2025 Q4	$8.02M	Buy	55,502 +2,651	+5%	+$391K	0.22%	82
2025 Q3	$8.12M	Sell	52,851 -4,750	-8%	-$742K	0.23%	76
2025 Q2	$9.18M	Sell	57,601 -1,752	-3%	-$286K	0.28%	66
2025 Q1	$10.1M	Sell	59,353 -172	-0.3%	-$28.8K	0.32%	54
2024 Q4	$9.98M	Sell	59,525 -9,848	-14%	-$1.68M	0.31%	50
2024 Q3	$12M	Sell	69,373 -2,317	-3%	-$393K	0.37%	47
2024 Q2	$11.8M	Sell	71,690 -2,510	-3%	-$410K	0.37%	44
2024 Q1	$12M	Buy	74,200 +44,323	+148%	+$6.95M	0.38%	42
2023 Q4	$4.38M	Sell	29,877 -44,915	-60%	-$6.65M	0.34%	53
2023 Q3	$10.9M	Sell	74,792 -2,501	-3%	-$382K	0.41%	41
2023 Q2	$11.7M	Sell	77,293 -6,612	-8%	-$997K	0.42%	39
2023 Q1	$12.5M	Sell	83,905 -377	-0.4%	-$53.9K	0.41%	41
2022 Q4	$12.8M	Buy	84,282 +1,179	+1%	+$165K	0.46%	42
2022 Q3	$10.5M	Buy	83,103 +1,015	+1%	+$144K	0.4%	42
2022 Q2	$11.8M	Buy	82,088 +6,577	+9%	+$989K	0.41%	41
2022 Q1	$11.5M	Sell	75,511 -10,920	-13%	-$1.71M	0.35%	53
2021 Q4	$14.1M	Buy	86,431 +8,977	+12%	+$1.33M	0.39%	41
2021 Q3	$10.8M	Sell	77,454 -579	-0.7%	-$82.1K	0.33%	54
2021 Q2	$10.5M	Sell	78,033 -4,935	-6%	-$668K	0.31%	55
2021 Q1	$11.2M	Buy	82,968 +1,199	+1%	+$156K	0.36%	55
2020 Q4	$11.4M	Buy	81,769 +704	+0.9%	+$98.4K	0.39%	52
2020 Q3	$11.3M	Sell	81,065 -2,777	-3%	-$369K	0.45%	37
2020 Q2	$10M	Buy	83,842 +16,205	+24%	+$1.89M	0.44%	39
2020 Q1	$7.44M	Sell	67,637 -60	-0.1%	-$7.2K	0.44%	38
2019 Q4	$8.46M	Sell	67,697 -2,694	-4%	-$330K	0.36%	45
2019 Q3	$8.76M	Sell	70,391 -974	-1%	-$115K	0.42%	42
2019 Q2	$7.83M	Buy	71,365 +1,040	+1%	+$111K	0.4%	45
2019 Q1	$7.32M	Buy	70,325 +3,049	+5%	+$297K	0.42%	48
2018 Q4	$6.18M	Sell	67,276 -561	-0.8%	-$50.2K	0.45%	48
2018 Q3	$5.65M	Sell	67,837 -1,096	-2%	-$89.6K	0.33%	67
2018 Q2	$5.38M	Buy	68,933 +6,335	+10%	+$477K	0.36%	57
2018 Q1	$4.96M	Buy	62,598 +371	+0.6%	+$30.9K	0.36%	59
2017 Q4	$5.72M	Sell	62,227 -2,799	-4%	-$252K	0.44%	45
2017 Q3	$5.92M	Buy	65,026 +2,640	+4%	+$240K	0.49%	36
2017 Q2	$5.44M	Sell	62,386 -8,337	-12%	-$735K	0.51%	36
2017 Q1	$6.35M	Buy	70,723 +1,674	+2%	+$148K	0.62%	31
2016 Q4	$5.81M	Buy	69,049 +8,896	+15%	+$758K	0.63%	34
2016 Q3	$5.4M	Sell	60,153 -447	-0.7%	-$38.8K	0.64%	30
2016 Q2	$5.13M	Sell	60,600 -7,539	-11%	-$619K	0.67%	30
2016 Q1	$5.61M	Buy	68,139 +7,988	+13%	+$644K	0.77%	25
2015 Q4	$4.78M	Sell	60,151 -2,582	-4%	-$197K	0.67%	26
2015 Q3	$4.51M	Buy	62,733 +2,464	+4%	+$185K	0.72%	22
2015 Q2	$4.71M	Buy	60,269 +3,897	+7%	+$314K	0.65%	23
2015 Q1	$4.62M	Buy	56,372 +2,786	+5%	+$240K	0.61%	25
2014 Q4	$4.88M	Buy	+53,586	New	+$4.71M	0.65%	22

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

Sigma Planning Corp's PG Position: Q1 2026 in Review

Sigma Planning Corp increased its Procter & Gamble (PG) stake by 3.8% in Q1 2026, buying an estimated $322K and bringing the position to 57,629 shares worth $8.32M. The position accounts for 0.23% of the portfolio, ranked #75.

Sigma Planning Corp first reported a position in PG in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.1M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Sigma Planning Corp held 57,629 shares of Procter & Gamble worth $8.32M as of Q1 2026.
Sigma Planning Corp bought 2,127 Procter & Gamble shares in Q1 2026, an estimated $322K.
Procter & Gamble made up 0.23% of Sigma Planning Corp's portfolio in Q1 2026, its #75 holding.
Sigma Planning Corp first reported a position in Procter & Gamble in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Procter & Gamble position peaked at $14.1M in Q4 2021.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.