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Tevis Investment Management’s Procter & Gamble PG Stock Holding History

Tevis Investment 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 		$2.99M Buy
20,686
+5,875
+40% +$891K 1.7% 15
2025
Q4 		$2.28M Hold
14,811
– – 1.37% 19
2025
Q3 		$2.28M Buy
14,811
+658
+5% +$103K 1.37% 19
2025
Q2 		$2.25M Buy
14,153
+2,520
+22% +$411K 1.44% 21
2025
Q1 		$1.95M Hold
11,633
– – 1.45% 19
2024
Q4 		$1.95M Buy
11,633
+65
+0.6% +$11.1K 1.45% 19
2024
Q3 		$2M Buy
11,568
+94
+0.8% +$16K 1.48% 21
2024
Q2 		$1.89M Sell
11,474
-489
-4% -$79.9K 1.52% 20
2024
Q1 		$1.94M Sell
11,963
-386
-3% -$60.5K 1.65% 20
2023
Q4 		$1.81M Hold
12,349
– – 1.67% 17
2023
Q3 		$1.8M Hold
12,349
– – 1.83% 17
2023
Q2 		$1.87M Buy
12,349
+89
+0.7% +$13.4K 1.83% 15
2023
Q1 		$1.82M Buy
12,260
+64
+0.5% +$9.15K 1.85% 15
2022
Q4 		$1.85M Buy
12,196
+2
+0% +$280 1.97% 12
2022
Q3 		$1.54M Buy
12,194
+116
+1% +$16.5K 1.5% 13
2022
Q2 		$1.74M Buy
12,078
+81
+0.7% +$12.2K 1.66% 11
2022
Q1 		$1.83M Buy
11,997
+41
+0.3% +$6.41K 1.66% 10
2021
Q4 		$1.96M Buy
+11,956
New +$1.78M 1.71% 8

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

Tevis Investment Management's PG Position: Q1 2026 in Review

Tevis Investment Management increased its Procter & Gamble (PG) stake by 40% in Q1 2026, buying an estimated $891K and bringing the position to 20,686 shares worth $2.99M. The position accounts for 1.7% of the portfolio, ranked #15.

Tevis Investment Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tevis Investment Management held 20,686 shares of Procter & Gamble worth $2.99M as of Q1 2026.
  • Tevis Investment Management bought 5,875 Procter & Gamble shares in Q1 2026, an estimated $891K.
  • Procter & Gamble made up 1.7% of Tevis Investment Management's portfolio in Q1 2026, its #15 holding.
  • Tevis Investment Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.