Position in PG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,440,467
-$13,382 QoQ
Shares Held
23,462
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,332
of 4,002 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CMH Wealth Management LLC holds $4,168,099 across 2 Household & Personal Products names. PG ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
23,462 | $3,440,467 | |
| 2 | UL |
Unilever PLC
|
12,103 | $727,632 |
All Filings in PG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,440,467 | 23,462 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,453,849 | 23,912 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $496,999 | 3,468 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $438,363 | 2,853 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $456,292 | 2,864 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $522,166 | 3,064 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $513,679 | 3,064 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $599,618 | 3,462 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $570,953 | 3,462 | Shares | Sole | 2024-07-11 | |
| 2022-12-31 | $3,596,215 | 23,728 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,943,392 | 23,314 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,244,189 | 22,562 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,032,239 | 26,389 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $4,162,129 | 25,444 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,512,195 | 25,123 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,324,945 | 24,642 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,208,336 | 23,690 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,345,760 | 24,046 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,342,709 | 24,050 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,627,909 | 21,978 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||