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SummitTX Capital’s Procter & Gamble PG Stock Holding History

SummitTX Capital’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 		$3M Sell
20,742
-34,770
-63% -$5.27M 0.09% 235
2025
Q4 		$7.96M Buy
55,512
+45,177
+437% +$6.66M 0.24% 101
2025
Q3 		$1.59M Buy
10,335
+7,735
+298% +$1.21M 0.07% 303
2025
Q2 		$414K Sell
2,600
-3,124
-55% -$510K 0.02% 547
2025
Q1 		$975K Buy
+5,724
New +$959K 0.04% 410

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

SummitTX Capital's PG Position: Q1 2026 in Review

SummitTX Capital reduced its Procter & Gamble (PG) stake by 63% in Q1 2026, selling an estimated $5.27M and leaving 20,742 shares worth $3M. The position accounts for 0.09% of the portfolio, ranked #235.

SummitTX Capital first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.96M in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • SummitTX Capital held 20,742 shares of Procter & Gamble worth $3M as of Q1 2026.
  • SummitTX Capital sold 34,770 Procter & Gamble shares in Q1 2026, an estimated $5.27M.
  • Procter & Gamble made up 0.09% of SummitTX Capital's portfolio in Q1 2026, its #235 holding.
  • SummitTX Capital first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Procter & Gamble position peaked at $7.96M in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.