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StrongBox Wealth’s Procter & Gamble PG Stock Holding History

StrongBox 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 		$442K Sell
3,061
-112
-4% -$17K 0.14% 75
2025
Q4 		$455K Buy
3,173
+253
+9% +$37.3K 0.15% 71
2025
Q3 		$449K Sell
2,920
-128
-4% -$20K 0.15% 71
2025
Q2 		$486K Buy
3,048
+162
+6% +$26.4K 0.18% 66
2025
Q1 		$492K Sell
2,886
-289
-9% -$48.4K 0.21% 66
2024
Q4 		$532K Sell
3,175
-61
-2% -$10.4K 0.23% 59
2024
Q3 		$561K Buy
3,236
+118
+4% +$20K 0.24% 58
2024
Q2 		$514K Buy
3,118
+399
+15% +$65.2K 0.24% 54
2024
Q1 		$441K Sell
2,719
-64
-2% -$10K 0.23% 56
2023
Q4 		$408K Buy
2,783
+12
+0.4% +$1.78K 0.24% 57
2023
Q3 		$404K Buy
2,771
+2
+0.1% +$305 0.26% 59
2023
Q2 		$420K Buy
2,769
+2
+0.1% +$301 0.27% 63
2023
Q1 		$411K Sell
2,767
-8
-0.3% -$1.14K 0.28% 63
2022
Q4 		$421K Buy
2,775
+52
+2% +$7.29K 0.3% 59
2022
Q3 		$344K Sell
2,723
-8
-0.3% -$1.14K 0.25% 64
2022
Q2 		$393K Buy
2,731
+3
+0.1% +$451 0.25% 65
2022
Q1 		$417K Sell
2,728
-44
-2% -$6.88K 0.24% 67
2021
Q4 		$453K Sell
2,772
-1,341
-33% -$199K 0.23% 73
2021
Q3 		$575K Sell
4,113
-3
-0.1% -$425 0.32% 59
2021
Q2 		$555K Sell
4,116
-98
-2% -$13.3K 0.32% 60
2021
Q1 		$571K Buy
4,214
+1
+0% +$130 0.35% 59
2020
Q4 		$586K Buy
4,213
+17
+0.4% +$2.38K 0.38% 55
2020
Q3 		$583K Sell
4,196
-70
-2% -$9.29K 0.43% 51
2020
Q2 		$510K Buy
4,266
+331
+8% +$38.6K 0.46% 56
2020
Q1 		$433K Buy
+3,935
New +$472K 0.49% 54

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

StrongBox Wealth's PG Position: Q1 2026 in Review

StrongBox Wealth reduced its Procter & Gamble (PG) stake by 3.5% in Q1 2026, selling an estimated $17K and leaving 3,061 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #75.

StrongBox Wealth first reported a position in PG in Q1 2020 and has held it in 25 quarters since. The position peaked at $586K in Q4 2020. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • StrongBox Wealth held 3,061 shares of Procter & Gamble worth $442K as of Q1 2026.
  • StrongBox Wealth sold 112 Procter & Gamble shares in Q1 2026, an estimated $17K.
  • Procter & Gamble made up 0.14% of StrongBox Wealth's portfolio in Q1 2026, its #75 holding.
  • StrongBox Wealth first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • StrongBox Wealth's Procter & Gamble position peaked at $586K in Q4 2020.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on StrongBox Wealth's 13F filing for Q1 2026, filed 8 May 2026.