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
2021 Q4	–	Sell	-18	Closed	-$252K	–	905
2021 Q3	$252K	Buy	+18	New	+$2.55K	0.02%	578
2020 Q2	–	Sell	-355	Closed	-$3.9M	–	464
2020 Q1	$3.9M	Buy	+355	New	+$42.6K	0.69%	38
2019 Q3	–	Sell	-138	Closed	-$1.51M	–	388
2019 Q2	$1.51M	Buy	+138	New	+$14.7K	0.18%	99
2019 Q1	–	Sell	-297	Closed	-$2.73M	–	320
2018 Q4	$2.73M	Buy	+297	New	+$26.6K	0.24%	69
2017 Q1	–	Sell	-38	Closed	-$320K	–	376
2016 Q4	$320K	Sell	38 -4,462	-99%	-$380K	0.07%	189
2016 Q3	$40.4M	Buy	+4,500	New	+$391K	13.62%	2
2014 Q4	–	Sell	-716	Closed	-$2K	–	702
2014 Q3	$2K	Sell	716 -892	-55%	-$73.1K	﹤0.01%	616
2014 Q2	$14K	Buy	+1,608	New	+$130K	﹤0.01%	381
2014 Q1	–	Sell	-970	Closed	-$472K	–	540
2013 Q4	$472K	Buy	970 +313	+48%	+$25.5K	0.08%	113
2013 Q3	$16K	Buy	657 +525	+398%	+$41.8K	0.01%	241
2013 Q2	$9K	Buy	+132	New	+$10.4K	﹤0.01%	330

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.