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Beaumont Financial Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1957394 NEEDHAM, MA

Position in PG

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$2,457,539
-$21,340 QoQ
Shares Held
16,759
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,557
of 4,003 holders
Holding Since
Dec 2022
15 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, 2026

Beaumont Financial Advisors, LLC holds $3,941,743 across 4 Household & Personal Products names. PG ranks #1 (62.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
16,759 $2,457,539

All Filings in PG

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,457,539 16,759
2026-03-31 $2,478,879 17,162
2025-12-31 $2,560,376 17,866
2025-09-30 $2,878,632 18,735
2025-06-30 $3,064,201 19,233
2025-03-31 $3,324,382 19,507
2024-12-31 $3,270,683 19,509
2024-09-30 $3,346,743 19,323
2024-06-30 $3,211,322 19,472
2024-03-31 $3,150,570 19,418
2023-12-31 $2,857,969 19,503
2023-09-30 $2,800,512 19,200
2023-06-30 $3,047,242 20,082
2023-03-31 $2,939,452 19,769
2022-12-31 $3,005,737 19,832