American Institute for Advanced Investment Management’s Procter & Gamble PG Stock Holding History

American Institute for Advanced 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 Q2	$343K	Sell	2,337 -50	-2%	-$7.28K	0.2%	123
2026 Q1	$345K	Sell	2,387 -450	-16%	-$68.2K	0.22%	114
2025 Q4	$407K	Hold	2,837	–	–	0.26%	97
2025 Q3	$436K	Sell	2,837 -200	-7%	-$31.2K	0.29%	89
2025 Q2	$484K	Hold	3,037	–	–	0.34%	79
2025 Q1	$518K	Hold	3,037	–	–	0.4%	71
2024 Q4	$509K	Hold	3,037	–	–	0.38%	76
2024 Q3	$526K	Hold	3,037	–	–	0.38%	71
2024 Q2	$501K	Hold	3,037	–	–	0.38%	70
2024 Q1	$493K	Hold	3,037	–	–	0.39%	71
2023 Q4	$445K	Sell	3,037 -752	-20%	-$111K	0.39%	69
2023 Q3	$553K	Buy	3,789 +235	+7%	+$35.9K	0.51%	56
2023 Q2	$539K	Buy	3,554 +200	+6%	+$30.1K	0.47%	57
2023 Q1	$499K	Sell	3,354 -300	-8%	-$42.9K	0.53%	54
2022 Q4	$554K	Sell	3,654 -40	-1%	-$5.61K	0.51%	57
2022 Q3	$466K	Hold	3,694	–	–	0.44%	61
2022 Q2	$531K	Hold	3,694	–	–	0.47%	57
2022 Q1	$564K	Hold	3,694	–	–	0.41%	62
2021 Q4	$604K	Sell	3,694 -125	-3%	-$18.6K	0.41%	63
2021 Q3	$534K	Sell	3,819 -100	-3%	-$14.2K	0.38%	67
2021 Q2	$529K	Hold	3,919	–	–	0.37%	68
2021 Q1	$531K	Sell	3,919 -70	-2%	-$9.13K	0.41%	64
2020 Q4	$555K	Buy	3,989 +70	+2%	+$9.78K	0.45%	58
2020 Q3	$545K	Hold	3,919	–	–	0.49%	54
2020 Q2	$469K	Hold	3,919	–	–	0.44%	57
2020 Q1	$431K	Hold	3,919	–	–	0.47%	57
2019 Q4	$489K	Buy	+3,919	New	+$479K	0.47%	55

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

American Institute for Advanced Investment Management's PG Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Procter & Gamble (PG) stake by 2.1% in Q2 2026, selling an estimated $7.28K and leaving 2,337 shares worth $343K. The position accounts for 0.2% of the portfolio, ranked #123.

American Institute for Advanced Investment Management first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $604K in Q4 2021. 2,701 funds tracked by Wall St. Rank hold PG as of Q2 2026.

American Institute for Advanced Investment Management held 2,337 shares of Procter & Gamble worth $343K as of Q2 2026.
American Institute for Advanced Investment Management sold 50 Procter & Gamble shares in Q2 2026, an estimated $7.28K.
Procter & Gamble made up 0.2% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #123 holding.
American Institute for Advanced Investment Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's Procter & Gamble position peaked at $604K in Q4 2021.
2,701 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.