TFO
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Tarbox Family Office’s Procter & Gamble PG Stock Holding History

Tarbox Family Office’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 		$306K Sell
2,117
-738
-26% -$112K 0.05% 85
2025
Q4 		$409K Sell
2,855
-130
-4% -$19.2K 0.07% 75
2025
Q3 		$459K Hold
2,985
– – 0.07% 78
2025
Q2 		$476K Hold
2,985
– – 0.07% 73
2025
Q1 		$509K Sell
2,985
-17
-0.6% -$2.85K 0.08% 67
2024
Q4 		$503K Buy
3,002
+16
+0.5% +$2.73K 0.08% 68
2024
Q3 		$517K Hold
2,986
– – 0.08% 63
2024
Q2 		$492K Hold
2,986
– – 0.09% 64
2024
Q1 		$485K Buy
2,986
+1,493
+100% +$234K 0.09% 65
2023
Q4 		$219K Sell
1,493
-1,493
-50% -$221K 0.04% 93
2023
Q3 		$436K Hold
2,986
– – 0.09% 65
2023
Q2 		$453K Hold
2,986
– – 0.09% 66
2023
Q1 		$444K Hold
2,986
– – 0.09% 59
2022
Q4 		$453K Buy
2,986
+1,489
+99% +$209K 0.1% 57
2022
Q3 		$215K Sell
1,497
-1,484
-50% -$211K 0.05% 84
2022
Q2 		$429K Buy
2,981
+1,741
+140% +$262K 0.1% 66
2022
Q1 		$189K Sell
1,240
-333
-21% -$52.1K 0.04% 96
2021
Q4 		$257K Buy
1,573
+9
+0.6% +$1.34K 0.04% 114
2021
Q3 		$219K Buy
1,564
+18
+1% +$2.55K 0.04% 127
2021
Q2 		$209K Buy
1,546
+200
+15% +$27.1K 0.04% 133
2021
Q1 		$182K Sell
1,346
-92
-6% -$12K 0.04% 124
2020
Q4 		$200K Sell
1,438
-32
-2% -$4.47K 0.04% 119
2020
Q3 		$204K Buy
1,470
+122
+9% +$16.2K 0.05% 114
2020
Q2 		$161K Sell
1,348
-2,441
-64% -$285K 0.04% 121
2020
Q1 		$417K Buy
3,789
+208
+6% +$25K 0.14% 59
2019
Q4 		$447K Sell
3,581
-1,329
-27% -$163K 0.12% 63
2019
Q3 		$611K Sell
4,910
-839
-15% -$99.1K 0.19% 34
2019
Q2 		$630K Buy
5,749
+208
+4% +$22.2K 0.2% 35
2019
Q1 		$577K Sell
5,541
-1,099
-17% -$107K 0.21% 40
2018
Q4 		$610K Sell
6,640
-469
-7% -$41.9K 0.25% 35
2018
Q3 		$592K Hold
7,109
– – 0.21% 36
2018
Q2 		$555K Sell
7,109
-54
-0.8% -$4.06K 0.21% 36
2018
Q1 		$568K Buy
7,163
+30
+0.4% +$2.5K 0.22% 38
2017
Q4 		$655K Buy
7,133
+469
+7% +$42.2K 0.26% 32
2017
Q3 		$606K Buy
6,664
+13
+0.2% +$1.18K 0.27% 30
2017
Q2 		$580K Hold
6,651
– – 0.29% 27
2017
Q1 		$598K Buy
6,651
+2,176
+49% +$193K 0.31% 28
2016
Q4 		$376K Buy
4,475
+264
+6% +$22.5K 0.22% 31
2016
Q3 		$378K Sell
4,211
-96
-2% -$8.34K 0.24% 33
2016
Q2 		$365K Hold
4,307
– – 0.26% 33
2016
Q1 		$355K Sell
4,307
-124
-3% -$9.99K 0.27% 34
2015
Q4 		$352K Buy
4,431
+2
+0% +$153 0.29% 32
2015
Q3 		$319K Buy
4,429
+18
+0.4% +$1.35K 0.29% 32
2015
Q2 		$345K Hold
4,411
– – 0.3% 31
2015
Q1 		$361K Hold
4,411
– – 0.32% 32
2014
Q4 		$402K Sell
4,411
-2,545
-37% -$224K 0.37% 30
2014
Q3 		$583K Buy
6,956
+71
+1% +$5.82K 0.53% 25
2014
Q2 		$541K Sell
6,885
-32
-0.5% -$2.58K 0.48% 27
2014
Q1 		$554K Sell
6,917
-1,634
-19% -$129K 0.49% 27
2013
Q4 		$695K Buy
+8,551
New +$697K 0.58% 22

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

Tarbox Family Office's PG Position: Q1 2026 in Review

Tarbox Family Office reduced its Procter & Gamble (PG) stake by 26% in Q1 2026, selling an estimated $112K and leaving 2,117 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #85.

Tarbox Family Office first reported a position in PG in Q4 2013 and has held it in 50 quarters since. The position peaked at $695K in Q4 2013. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tarbox Family Office held 2,117 shares of Procter & Gamble worth $306K as of Q1 2026.
  • Tarbox Family Office sold 738 Procter & Gamble shares in Q1 2026, an estimated $112K.
  • Procter & Gamble made up 0.05% of Tarbox Family Office's portfolio in Q1 2026, its #85 holding.
  • Tarbox Family Office first reported a position in Procter & Gamble in Q4 2013 and has held it in 50 quarters since.
  • Tarbox Family Office's Procter & Gamble position peaked at $695K in Q4 2013.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.