SMG
PG icon

Smart Money Group’s Procter & Gamble PG Stock Holding History

Smart Money Group’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 		$1.19M Buy
8,220
+800
+11% +$121K 0.35% 38
2025
Q4 		$1.06M Buy
7,420
+107
+1% +$15.8K 0.31% 47
2025
Q3 		$1.12M Buy
7,313
+398
+6% +$62.2K 0.33% 39
2025
Q2 		$1.1M Buy
6,915
+557
+9% +$90.9K 0.35% 34
2025
Q1 		$1.08M Buy
6,358
+1,070
+20% +$179K 0.37% 26
2024
Q4 		$886K Buy
5,288
+370
+8% +$63K 0.31% 53
2024
Q3 		$812K Buy
4,918
+1,076
+28% +$183K 0.29% 54
2024
Q2 		$618K Buy
3,842
+381
+11% +$62.3K 0.22% 61
2024
Q1 		$565K Buy
3,461
+1,187
+52% +$186K 0.22% 54
2023
Q4 		$333K Buy
2,274
+275
+14% +$40.7K 0.15% 63
2023
Q3 		$292K Buy
1,999
+372
+23% +$56.8K 0.14% 62
2023
Q2 		$247K Buy
+1,627
New +$245K 0.12% 57

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

Smart Money Group's PG Position: Q1 2026 in Review

Smart Money Group increased its Procter & Gamble (PG) stake by 11% in Q1 2026, buying an estimated $121K and bringing the position to 8,220 shares worth $1.19M. The position accounts for 0.35% of the portfolio, ranked #38.

Smart Money Group first reported a position in PG in Q2 2023 and has held it in 12 quarters since. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Smart Money Group held 8,220 shares of Procter & Gamble worth $1.19M as of Q1 2026.
  • Smart Money Group bought 800 Procter & Gamble shares in Q1 2026, an estimated $121K.
  • Procter & Gamble made up 0.35% of Smart Money Group's portfolio in Q1 2026, its #38 holding.
  • Smart Money Group first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.