AIA
PG icon

AIMZ Investment Advisors’s Procter & Gamble PG Stock Holding History

AIMZ Investment Advisors’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
Q2 		$271K Buy
1,847
+100
+6% +$14.6K 0.07% 131
2026
Q1 		$252K Hold
1,747
– – 0.08% 129
2025
Q4 		$250K Hold
1,747
– – 0.07% 127
2025
Q3 		$268K Hold
1,747
– – 0.08% 113
2025
Q2 		$278K Sell
1,747
-56
-3% -$9.14K 0.09% 110
2025
Q1 		$307K Buy
1,803
+472
+35% +$79.1K 0.11% 106
2024
Q4 		$223K Hold
1,331
– – 0.08% 118
2024
Q3 		$231K Buy
1,331
+65
+5% +$11K 0.08% 114
2024
Q2 		$209K Hold
1,266
– – 0.07% 114
2024
Q1 		$205K Buy
+1,266
New +$199K 0.08% 115
2022
Q2 		– Sell
-1,322
Closed -$202K – 116
2022
Q1 		$202K Sell
1,322
-62
-4% -$9.7K 0.08% 115
2021
Q4 		$226K Buy
+1,384
New +$205K 0.09% 109
2018
Q4 		– Sell
-2,409
Closed -$201K – 101
2018
Q3 		$201K Buy
+2,409
New +$197K 0.13% 100
2018
Q1 		– Sell
-2,509
Closed -$231K – 103
2017
Q4 		$231K Sell
2,509
-100
-4% -$8.99K 0.17% 90
2017
Q3 		$237K Hold
2,609
– – 0.19% 89
2017
Q2 		$227K Hold
2,609
– – 0.19% 94
2017
Q1 		$234K Hold
2,609
– – 0.2% 93
2016
Q4 		$219K Sell
2,609
-8
-0.3% -$682 0.2% 93
2016
Q3 		$235K Hold
2,617
– – 0.21% 85
2016
Q2 		$222K Hold
2,617
– – 0.2% 89
2016
Q1 		$215K Hold
2,617
– – 0.09% 100
2015
Q4 		$208K Buy
+2,617
New +$200K 0.19% 91

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIMZ Investment Advisors's PG Position: Q2 2026 in Review

AIMZ Investment Advisors increased its Procter & Gamble (PG) stake by 5.7% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,847 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #131.

AIMZ Investment Advisors first reported a position in PG in Q4 2015 and has held it in 22 quarters since. The position peaked at $307K in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • AIMZ Investment Advisors held 1,847 shares of Procter & Gamble worth $271K as of Q2 2026.
  • AIMZ Investment Advisors bought 100 Procter & Gamble shares in Q2 2026, an estimated $14.6K.
  • Procter & Gamble made up 0.07% of AIMZ Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • AIMZ Investment Advisors first reported a position in Procter & Gamble in Q4 2015 and has held it in 22 quarters since.
  • AIMZ Investment Advisors's Procter & Gamble position peaked at $307K in Q1 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.