Sugar Maple Asset Management’s Procter & Gamble PG Stock Holding History

Sugar Maple Asset Management’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	$225K	Buy	1,561 +25	+2%	+$3.79K	0.14%	80
2025 Q4	$220K	Hold	1,536	–	–	0.15%	77
2025 Q3	$236K	Sell	1,536 -197	-11%	-$30.8K	0.17%	73
2025 Q2	$276K	Hold	1,733	–	–	0.22%	62
2025 Q1	$295K	Buy	1,733 +3	+0.2%	+$502	0.23%	54
2024 Q4	$290K	Hold	1,730	–	–	0.22%	49
2024 Q3	$300K	Buy	1,730 +79	+5%	+$13.4K	0.26%	48
2024 Q2	$272K	Buy	1,651 +33	+2%	+$5.39K	0.26%	45
2024 Q1	$263K	Buy	+1,618	New	+$254K	0.25%	47

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

Sugar Maple Asset Management's PG Position: Q1 2026 in Review

Sugar Maple Asset Management increased its Procter & Gamble (PG) stake by 1.6% in Q1 2026, buying an estimated $3.79K and bringing the position to 1,561 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #80.

Sugar Maple Asset Management first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $300K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Sugar Maple Asset Management held 1,561 shares of Procter & Gamble worth $225K as of Q1 2026.
Sugar Maple Asset Management bought 25 Procter & Gamble shares in Q1 2026, an estimated $3.79K.
Procter & Gamble made up 0.14% of Sugar Maple Asset Management's portfolio in Q1 2026, its #80 holding.
Sugar Maple Asset Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
Sugar Maple Asset Management's Procter & Gamble position peaked at $300K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.