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Stone Summit Wealth’s Procter & Gamble PG Stock Holding History

Stone Summit Wealth’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 		$475K Sell
3,292
-145
-4% -$22K 0.13% 95
2025
Q4 		$493K Sell
3,437
-33
-1% -$4.87K 0.13% 101
2025
Q3 		$533K Buy
3,470
+655
+23% +$102K 0.15% 95
2025
Q2 		$448K Sell
2,815
-215
-7% -$35.1K 0.14% 108
2025
Q1 		$516K Sell
3,030
-300
-9% -$50.2K 0.17% 96
2024
Q4 		$558K Sell
3,330
-450
-12% -$76.6K 0.19% 91
2024
Q3 		$655K Sell
3,780
-174
-4% -$29.5K 0.21% 85
2024
Q2 		$652K Sell
3,954
-359
-8% -$58.7K 0.23% 80
2024
Q1 		$700K Sell
4,313
-1
-0% -$157 0.24% 81
2023
Q4 		$632K Hold
4,314
– – 0.24% 88
2023
Q3 		$629K Sell
4,314
-200
-4% -$30.5K 0.27% 85
2023
Q2 		$685K Buy
4,514
+200
+5% +$30.1K 0.28% 83
2023
Q1 		$641K Sell
4,314
-250
-5% -$35.7K 0.29% 80
2022
Q4 		$692K Buy
4,564
+590
+15% +$82.7K 0.34% 77
2022
Q3 		$502K Hold
3,974
– – 0.31% 82
2022
Q2 		$571K Buy
3,974
+1,800
+83% +$271K 0.34% 73
2022
Q1 		$338K Buy
2,174
+106
+5% +$16.6K 0.19% 109
2021
Q4 		$338K Buy
+2,068
New +$307K 0.27% 90

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

Stone Summit Wealth's PG Position: Q1 2026 in Review

Stone Summit Wealth reduced its Procter & Gamble (PG) stake by 4.2% in Q1 2026, selling an estimated $22K and leaving 3,292 shares worth $475K. The position accounts for 0.13% of the portfolio, ranked #95.

Stone Summit Wealth first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $700K in Q1 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Stone Summit Wealth held 3,292 shares of Procter & Gamble worth $475K as of Q1 2026.
  • Stone Summit Wealth sold 145 Procter & Gamble shares in Q1 2026, an estimated $22K.
  • Procter & Gamble made up 0.13% of Stone Summit Wealth's portfolio in Q1 2026, its #95 holding.
  • Stone Summit Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Procter & Gamble position peaked at $700K in Q1 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.