Smith Salley Wealth Management

Position in PG — PROCTER & GAMBLE Co

CIK 1482012 GREENSBORO, NC

Position in PG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$24,218,035

+$568,152 QoQ

Shares Held

165,153

+0.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#460

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Smith Salley Wealth Management holds $36,331,630 across 3 Household & Personal Products names. PG ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	165,153	$24,218,035
2	CL	Colgate Palmolive Co	128,961	$11,823,144
3	KMB	Kimberly Clark Corp	2,646	$290,451

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,218,035	165,153	+0.9%	Shares	Sole	2026-07-23
2026-03-31	$23,649,883	163,735	+3.8%	Shares	Sole	2026-04-16
2025-12-31	$22,608,298	157,758	-2.5%	Shares	Sole	2026-01-27
2025-09-30	$24,863,028	161,816	+3.7%	Shares	Sole	2025-10-20
2025-06-30	$24,861,408	156,047	+2.4%	Shares	Sole	2025-07-17
2025-03-31	$25,965,872	152,364	+0.5%	Shares	Sole	2025-04-25
2024-12-31	$25,423,619	151,647	+0.2%	Shares	Sole	2025-01-15
2024-09-30	$26,211,568	151,337	+2.5%	Shares	Sole	2024-10-24
2024-06-30	$24,340,048	147,587	+4.6%	Shares	Sole	2024-07-29
2024-03-31	$22,886,011	141,054	-22.7%	Shares	Sole	2024-05-02
2023-12-31	$26,729,482	182,404	+2.2%	Shares	Sole	2024-01-24
2023-09-30	$26,044,178	178,556	+3.2%	Shares	Other	2023-10-27
2023-06-30	$26,265,890	173,098	+0.7%	Shares	Sole	2023-08-04
2023-03-31	$25,565,163	171,936	+3.1%	Shares	Other	2023-05-03
2022-12-31	$25,286,572	166,842	-0.4%	Shares	Sole	2023-02-03
2022-09-30	$21,140,435	167,449	+0.6%	Shares	Other	2022-11-01
2022-06-30	$23,936,145	166,466	+3.1%	Shares	Other	2022-08-01
2022-03-31	$24,663,142	161,408	-8.4%	Shares	Other	2022-05-10
2021-12-31	$28,836,208	176,282	-0.6%	Shares	Sole	2022-02-10
2021-09-30	$24,802,196	177,412	+1.5%	Shares	Other	2021-11-05
2021-06-30	$23,588,057	174,817	+2.9%	Shares	Sole	2021-08-09
2021-03-31	$23,002,514	169,848	+3.3%	Shares	Other	2021-04-30
2020-12-31	$22,877,120	164,418	+2.9%	Shares	Other	2021-01-28
2020-09-30	$22,208,377	159,784	-0.6%	Shares	Sole	2020-11-05
2020-06-30	$19,212,507	160,680	+2.6%	Shares	Other	2020-08-04
2020-03-31	$17,219,840	156,544	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.