Allen Investment Management’s Procter & Gamble PG Stock Holding History

Allen Investment Management’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	$10.1M	Buy	69,833 +73	+0.1%	+$11.1K	0.12%	80
2025 Q4	$10M	Buy	69,760 +4,405	+7%	+$650K	0.11%	82
2025 Q3	$10M	Sell	65,355 -239	-0.4%	-$37.3K	0.11%	83
2025 Q2	$10.5M	Sell	65,594 -85	-0.1%	-$13.9K	0.11%	73
2025 Q1	$11.2M	Hold	65,679	–	–	0.13%	73
2024 Q4	$11M	Sell	65,679 -5,025	-7%	-$856K	0.13%	73
2024 Q3	$12.2M	Hold	70,704	–	–	0.15%	71
2024 Q2	$11.7M	Hold	70,704	–	–	0.14%	66
2024 Q1	$11.5M	Sell	70,704 -280	-0.4%	-$43.9K	0.14%	66
2023 Q4	$10.4M	Sell	70,984 -119	-0.2%	-$17.6K	0.14%	67
2023 Q3	$10.4M	Hold	71,103	–	–	0.15%	61
2023 Q2	$10.8M	Hold	71,103	–	–	0.16%	57
2023 Q1	$10.6M	Buy	71,103 +239	+0.3%	+$34.2K	0.18%	55
2022 Q4	$10.7M	Hold	70,864	–	–	0.17%	50
2022 Q3	$8.95M	Hold	70,864	–	–	0.15%	55
2022 Q2	$10.2M	Hold	70,864	–	–	0.17%	48
2022 Q1	$10.8M	Hold	70,864	–	–	0.15%	53
2021 Q4	$11.6M	Buy	70,864 +4,875	+7%	+$724K	0.15%	59
2021 Q3	$9.22M	Buy	65,989 +2,000	+3%	+$283K	0.13%	59
2021 Q2	$8.63M	Hold	63,989	–	–	0.12%	62
2021 Q1	$8.67M	Hold	63,989	–	–	0.13%	60
2020 Q4	$8.9M	Sell	63,989 -66	-0.1%	-$9.22K	0.15%	58
2020 Q3	$8.9M	Buy	64,055 +151	+0.2%	+$20K	0.17%	55
2020 Q2	$7.64M	Buy	63,904 +890	+1%	+$104K	0.16%	57
2020 Q1	$6.93M	Buy	63,014 +399	+0.6%	+$47.9K	0.21%	48
2019 Q4	$7.82M	Hold	62,615	–	–	0.19%	55
2019 Q3	$7.79M	Hold	62,615	–	–	0.21%	48
2019 Q2	$6.87M	Buy	62,615 +14,783	+31%	+$1.58M	0.2%	53
2019 Q1	$4.98M	Buy	47,832 +2,249	+5%	+$219K	0.16%	59
2018 Q4	$4.19M	Hold	45,583	–	–	0.17%	54
2018 Q3	$3.79M	Sell	45,583 -3,856	-8%	-$315K	0.13%	64
2018 Q2	$3.86M	Sell	49,439 -4,337	-8%	-$326K	0.15%	59
2018 Q1	$4.26M	Sell	53,776 -837	-2%	-$69.8K	0.18%	48
2017 Q4	$5.02M	Sell	54,613 -394	-0.7%	-$35.4K	0.22%	42
2017 Q3	$5M	Buy	55,007 +384	+0.7%	+$35K	0.23%	43
2017 Q2	$4.76M	Sell	54,623 -1,239	-2%	-$109K	0.23%	42
2017 Q1	$5.02M	Sell	55,862 -18,642	-25%	-$1.65M	0.26%	39
2016 Q4	$6.26M	Buy	74,504 +24,856	+50%	+$2.12M	0.38%	35
2016 Q3	$4.46M	Hold	49,648	–	–	0.28%	34
2016 Q2	$4.2M	Buy	49,648 +34,691	+232%	+$2.85M	0.29%	38
2016 Q1	$1.23M	Hold	14,957	–	–	0.1%	75
2015 Q4	$1.19M	Hold	14,957	–	–	0.1%	76
2015 Q3	$1.08M	Hold	14,957	–	–	0.1%	90
2015 Q2	$1.17M	Sell	14,957 -5	-0%	-$402	0.11%	87
2015 Q1	$1.23M	Hold	14,962	–	–	0.09%	91
2014 Q4	$1.36M	Hold	14,962	–	–	0.1%	86
2014 Q3	$1.25M	Buy	+14,962	New	+$1.23M	0.1%	84

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allen Investment Management's PG Position: Q1 2026 in Review

Allen Investment Management increased its Procter & Gamble (PG) stake by 0.1% in Q1 2026, buying an estimated $11.1K and bringing the position to 69,833 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #80.

Allen Investment Management first reported a position in PG in Q3 2014 and has held it in 47 quarters since. The position peaked at $12.2M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Allen Investment Management held 69,833 shares of Procter & Gamble worth $10.1M as of Q1 2026.
Allen Investment Management bought 73 Procter & Gamble shares in Q1 2026, an estimated $11.1K.
Procter & Gamble made up 0.12% of Allen Investment Management's portfolio in Q1 2026, its #80 holding.
Allen Investment Management first reported a position in Procter & Gamble in Q3 2014 and has held it in 47 quarters since.
Allen Investment Management's Procter & Gamble position peaked at $12.2M in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.