Summit Securities Group’s Procter & Gamble PG Stock Holding History

Summit Securities 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
2022 Q1	–	Sell	-3,000	Closed	-$491K	–	1293
2021 Q4	$491K	Buy	+3,000	New	+$445K	0.02%	373
2021 Q3	–	Sell	-21	Closed	-$283K	–	844
2021 Q2	$283K	Buy	+21	New	+$2.84K	0.02%	545
2019 Q3	–	Sell	-148	Closed	-$1.62M	–	386
2019 Q2	$1.62M	Buy	+148	New	+$15.8K	0.19%	94
2017 Q4	–	Sell	-25	Closed	-$227K	–	239
2017 Q3	$227K	Buy	+25	New	+$2.28K	0.04%	178
2017 Q1	–	Sell	-132	Closed	-$1.11M	–	374
2016 Q4	$1.11M	Sell	132 -149	-53%	-$12.7K	0.24%	86
2016 Q3	$2.52M	Buy	+281	New	+$24.4K	0.85%	20
2015 Q4	–	Sell	-67	Closed	-$65K	–	401
2015 Q3	$65K	Buy	+67	New	+$5.02K	0.05%	151

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

Summit Securities Group's PG Position: Q1 2026 in Review

Summit Securities Group increased its Procter & Gamble (PG) stake by 1,679% in Q1 2026, buying an estimated $216K and bringing the position to 1,512 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #223.

Summit Securities Group first reported a position in PG in Q2 2013 and has held it in 37 quarters since. The position peaked at $47.5M in Q3 2016. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Summit Securities Group held 1,512 shares of Procter & Gamble worth $218K as of Q1 2026.
Summit Securities Group bought 1,427 Procter & Gamble shares in Q1 2026, an estimated $216K.
Procter & Gamble made up 0.03% of Summit Securities Group's portfolio in Q1 2026, its #223 holding.
Summit Securities Group first reported a position in Procter & Gamble in Q2 2013 and has held it in 37 quarters since.
Summit Securities Group's Procter & Gamble position peaked at $47.5M in Q3 2016.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.