Allied Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.4M | Buy |
91,467
+6,265
| +7% | +$912K | 1.68% | 28 |
|
|
2026
Q1 | $12.3M | Buy |
85,202
+10,070
| +13% | +$1.53M | 1.76% | 26 |
|
|
2025
Q4 | $10.8M | Buy |
75,132
+4,762
| +7% | +$702K | 1.66% | 30 |
|
|
2025
Q3 | $10.8M | Buy |
70,370
+3,747
| +6% | +$585K | 1.72% | 30 |
|
|
2025
Q2 | $10.6M | Buy |
66,623
+725
| +1% | +$118K | 1.86% | 25 |
|
|
2025
Q1 | $11.2M | Buy |
65,898
+3,749
| +6% | +$628K | 2.13% | 22 |
|
|
2024
Q4 | $10.4M | Buy |
62,149
+587
| +1% | +$100K | 2.1% | 22 |
|
|
2024
Q3 | $10.7M | Buy |
61,562
+1,111
| +2% | +$189K | 2.11% | 23 |
|
|
2024
Q2 | $9.97M | Buy |
60,451
+699
| +1% | +$114K | 2.34% | 20 |
|
|
2024
Q1 | $9.69M | Buy |
59,752
+2,757
| +5% | +$432K | 2.34% | 23 |
|
|
2023
Q4 | $8.35M | Buy |
56,995
+478
| +0.8% | +$70.8K | 2.27% | 24 |
|
|
2023
Q3 | $8.24M | Buy |
56,517
+1,774
| +3% | +$271K | 2.47% | 17 |
|
|
2023
Q2 | $8.31M | Buy |
54,743
+678
| +1% | +$102K | 2.41% | 21 |
|
|
2023
Q1 | $8.04M | Buy |
54,065
+1,181
| +2% | +$169K | 2.49% | 16 |
|
|
2022
Q4 | $8.02M | Buy |
52,884
+501
| +1% | +$70.2K | 2.51% | 17 |
|
|
2022
Q3 | $6.61M | Buy |
52,383
+1,363
| +3% | +$194K | 2.47% | 19 |
|
|
2022
Q2 | $7.34M | Buy |
51,020
+840
| +2% | +$126K | 2.63% | 15 |
|
|
2022
Q1 | $7.67M | Buy |
50,180
+2,955
| +6% | +$462K | 2.5% | 18 |
|
|
2021
Q4 | $7.72M | Buy |
47,225
+1,002
| +2% | +$149K | 2.64% | 13 |
|
|
2021
Q3 | $6.46M | Sell |
46,223
-9
| -0% | -$1.28K | 2.44% | 21 |
|
|
2021
Q2 | $6.24M | Buy |
46,232
+2,137
| +5% | +$289K | 2.35% | 21 |
|
|
2021
Q1 | $5.97M | Buy |
44,095
+1,601
| +4% | +$209K | 2.56% | 20 |
|
|
2020
Q4 | $5.91M | Buy |
42,494
+568
| +1% | +$79.4K | 2.84% | 16 |
|
|
2020
Q3 | $5.83M | Sell |
41,926
-958
| -2% | -$127K | 3.13% | 9 |
|
|
2020
Q2 | $5.13M | Sell |
42,884
-380
| -0.9% | -$44.3K | 2.95% | 9 |
|
|
2020
Q1 | $4.76M | Sell |
43,264
-2,530
| -6% | -$304K | 3.44% | 7 |
|
|
2019
Q4 | $5.72M | Sell |
45,794
-1,120
| -2% | -$137K | 3.38% | 8 |
|
|
2019
Q3 | $5.83M | Sell |
46,914
-1,343
| -3% | -$159K | 3.76% | 5 |
|
|
2019
Q2 | $5.29M | Sell |
48,257
-478
| -1% | -$50.9K | 3.55% | 5 |
|
|
2019
Q1 | $5.07M | Sell |
48,735
-1,620
| -3% | -$158K | 3.52% | 6 |
|
|
2018
Q4 | $4.63M | Buy |
50,355
+525
| +1% | +$46.9K | 3.82% | 6 |
|
|
2018
Q3 | $4.15M | Buy |
49,830
+1,765
| +4% | +$144K | 3.08% | 16 |
|
|
2018
Q2 | $3.75M | Buy |
48,065
+335
| +0.7% | +$25.2K | 3.06% | 17 |
|
|
2018
Q1 | $3.78M | Buy |
47,730
+2,162
| +5% | +$180K | 3.12% | 16 |
|
|
2017
Q4 | $4.19M | Buy |
+45,568
| New | +$4.1M | 3.53% | 14 |
|
Other funds holding PG
JIC
RG
Allied Investment Advisors's PG Position: Q2 2026 in Review
Allied Investment Advisors increased its Procter & Gamble (PG) stake by 7.4% in Q2 2026, buying an estimated $912K and bringing the position to 91,467 shares worth $13.4M. The position accounts for 1.68% of the portfolio, ranked #28.
Allied Investment Advisors first reported a position in PG in Q4 2017 and has held it in 35 quarters since. 1,872 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Allied Investment Advisors held 91,467 shares of Procter & Gamble worth $13.4M as of Q2 2026.
- Allied Investment Advisors bought 6,265 Procter & Gamble shares in Q2 2026, an estimated $912K.
- Procter & Gamble made up 1.68% of Allied Investment Advisors's portfolio in Q2 2026, its #28 holding.
- Allied Investment Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 35 quarters since.
- 1,872 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.