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Stamos Capital Partners’s Procter & Gamble PG Stock Holding History

Stamos Capital Partners’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 		$5.12M Buy
35,451
+1,967
+6% +$298K 0.8% 38
2025
Q4 		$4.8M Buy
33,484
+25,316
+310% +$3.73M 0.77% 37
2025
Q3 		$1.26M Sell
8,168
-4,479
-35% -$700K 0.24% 99
2025
Q2 		$2.01M Buy
12,647
+883
+8% +$144K 0.36% 85
2025
Q1 		$2M Sell
11,764
-3,196
-21% -$535K 0.52% 61
2024
Q4 		$2.51M Buy
14,960
+290
+2% +$49.4K 0.59% 46
2024
Q3 		$2.54M Sell
14,670
-240
-2% -$40.7K 0.6% 50
2024
Q2 		$2.46M Sell
14,910
-550
-4% -$89.9K 0.52% 56
2024
Q1 		$2.51M Sell
15,460
-1,840
-11% -$289K 0.57% 45
2023
Q4 		$2.54M Sell
17,300
-2,460
-12% -$364K 0.69% 40
2023
Q3 		$2.88M Buy
19,760
+10
+0.1% +$1.53K 0.64% 48
2023
Q2 		$3M Sell
19,750
-1,370
-6% -$206K 0.7% 46
2023
Q1 		$3.14M Buy
21,120
+3,440
+19% +$492K 0.81% 36
2022
Q4 		$2.68M Buy
17,680
+1,680
+11% +$236K 0.85% 42
2022
Q3 		$2.02M Buy
16,000
+8,950
+127% +$1.27M 0.51% 50
2022
Q2 		$1.01M Buy
+7,050
New +$1.06M 0.31% 70

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

Stamos Capital Partners's PG Position: Q1 2026 in Review

Stamos Capital Partners increased its Procter & Gamble (PG) stake by 5.9% in Q1 2026, buying an estimated $298K and bringing the position to 35,451 shares worth $5.12M. The position accounts for 0.8% of the portfolio, ranked #38.

Stamos Capital Partners first reported a position in PG in Q2 2022 and has held it in 16 quarters since. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Stamos Capital Partners held 35,451 shares of Procter & Gamble worth $5.12M as of Q1 2026.
  • Stamos Capital Partners bought 1,967 Procter & Gamble shares in Q1 2026, an estimated $298K.
  • Procter & Gamble made up 0.8% of Stamos Capital Partners's portfolio in Q1 2026, its #38 holding.
  • Stamos Capital Partners first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.