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W.H. Cornerstone Investments’s Procter & Gamble PG Stock Holding History

W.H. Cornerstone Investments’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 		$1.75M Sell
12,104
-1,725
-12% -$262K 1.09% 20
2025
Q4 		$1.98M Sell
13,829
-839
-6% -$124K 1.19% 18
2025
Q3 		$2.25M Buy
14,668
+176
+1% +$27.5K 1.37% 17
2025
Q2 		$2.31M Buy
14,492
+5,140
+55% +$839K 1.46% 16
2025
Q1 		$1.59M Sell
9,352
-832
-8% -$139K 1.1% 18
2024
Q4 		$1.71M Sell
10,184
-411
-4% -$70K 1.14% 16
2024
Q3 		$1.83M Buy
10,595
+680
+7% +$115K 1.24% 15
2024
Q2 		$1.64M Buy
9,915
+1,356
+16% +$222K 1.16% 15
2024
Q1 		$1.39M Buy
8,559
+48
+0.6% +$7.53K 1% 19
2023
Q4 		$1.25M Buy
8,511
+1,074
+14% +$159K 0.99% 27
2023
Q3 		$1.08M Buy
7,437
+3
+0% +$458 0.95% 30
2023
Q2 		$1.13M Sell
7,434
-728
-9% -$110K 1.01% 32
2023
Q1 		$1.21M Sell
8,162
-38
-0.5% -$5.43K 1.1% 24
2022
Q4 		$1.24M Sell
8,200
-685
-8% -$96K 1.18% 22
2022
Q3 		$1.1M Buy
+8,885
New +$1.26M 1.16% 23

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

W.H. Cornerstone Investments's PG Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Procter & Gamble (PG) stake by 12% in Q1 2026, selling an estimated $262K and leaving 12,104 shares worth $1.75M. The position accounts for 1.09% of the portfolio, ranked #20.

W.H. Cornerstone Investments first reported a position in PG in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q2 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • W.H. Cornerstone Investments held 12,104 shares of Procter & Gamble worth $1.75M as of Q1 2026.
  • W.H. Cornerstone Investments sold 1,725 Procter & Gamble shares in Q1 2026, an estimated $262K.
  • Procter & Gamble made up 1.09% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #20 holding.
  • W.H. Cornerstone Investments first reported a position in Procter & Gamble in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's Procter & Gamble position peaked at $2.31M in Q2 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.