Analyst IMS Investment Management Services’s Procter & Gamble PG Stock Holding History

Analyst IMS Investment Management Services’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	$1.44M	Buy	9,991 +597	+6%	+$90.5K	0.04%	70
2025 Q4	$1.35M	Sell	9,394 -2,248	-19%	-$331K	0.04%	69
2025 Q3	$1.79M	Sell	11,642 -10,859	-48%	-$1.7M	0.06%	65
2025 Q2	$3.58M	Buy	22,501 +457	+2%	+$74.6K	0.12%	44
2025 Q1	$3.76M	Sell	22,044 -1,167	-5%	-$195K	0.15%	44
2024 Q4	$3.89M	Buy	23,211 +2,712	+13%	+$462K	0.14%	39
2024 Q3	$3.55M	Buy	20,499 +8,529	+71%	+$1.45M	0.14%	39
2024 Q2	$1.97M	Buy	11,970 +2,527	+27%	+$413K	0.08%	47
2024 Q1	$1.53M	Buy	9,443 +885	+10%	+$139K	0.07%	55
2023 Q4	$1.25M	Buy	8,558 +3	+0%	+$444	0.07%	53
2023 Q3	$1.25M	Buy	8,555 +82	+1%	+$12.5K	0.08%	45
2023 Q2	$1.26M	Buy	8,473 +2	+0%	+$301	0.08%	45
2023 Q1	$1.25M	Buy	8,471 +13	+0.2%	+$1.86K	0.09%	44
2022 Q4	$1.29M	Sell	8,458 -20	-0.2%	-$2.8K	0.11%	45
2022 Q3	$1.09M	Buy	8,478 +20	+0.2%	+$2.84K	0.11%	52
2022 Q2	$1.22M	Sell	8,458 -100	-1%	-$15K	0.12%	52
2022 Q1	$1.31M	Sell	8,558 -400	-4%	-$62.6K	0.12%	58
2021 Q4	$1.46M	Sell	8,958 -300	-3%	-$44.5K	0.14%	63
2021 Q3	$1.29M	Sell	9,258 -150	-2%	-$21.3K	0.16%	60
2021 Q2	$1.27M	Sell	9,408 -80	-0.8%	-$10.8K	0.15%	64
2021 Q1	$1.28M	Buy	9,488 +5,548	+141%	+$724K	0.17%	58
2020 Q4	$548K	Sell	3,940 -230	-6%	-$32.1K	0.09%	77
2020 Q3	$580K	Sell	4,170 -126	-3%	-$16.7K	0.12%	72
2020 Q2	$514K	Buy	4,296 +150	+4%	+$17.5K	0.12%	72
2020 Q1	$456K	Sell	4,146 -450	-10%	-$54K	0.15%	68
2019 Q4	$574K	Sell	4,596 -270	-6%	-$33K	0.16%	69
2019 Q3	$605K	Sell	4,866 -430	-8%	-$50.8K	0.18%	63
2019 Q2	$580K	Sell	5,296 -862	-14%	-$91.9K	0.17%	68
2019 Q1	$641K	Sell	6,158 -743	-11%	-$72.3K	0.2%	65
2018 Q4	$634	Sell	6,901 -1,900	-22%	-$170K	0.1%	62
2018 Q3	$732	Sell	8,801 -2,669	-23%	-$218K	0.12%	70
2018 Q2	$896K	Sell	11,470 -712	-6%	-$53.6K	0.27%	62
2018 Q1	$966K	Sell	12,182 -7,305	-37%	-$609K	0.3%	63
2017 Q4	$1.79M	Sell	19,487 -916	-4%	-$82.4K	0.55%	36
2017 Q3	$1.85M	Sell	20,403 -900	-4%	-$81.9K	0.61%	35
2017 Q2	$1.86M	Buy	21,303 +160	+0.8%	+$14.1K	0.66%	35
2017 Q1	$1.9M	Sell	21,143 -1,128	-5%	-$100K	0.74%	30
2016 Q4	$1.87M	Sell	22,271 -489	-2%	-$41.7K	0.82%	29
2016 Q3	$2.04M	Sell	22,760 -1,048	-4%	-$91K	0.86%	29
2016 Q2	$2.02M	Sell	23,808 -4,917	-17%	-$404K	0.85%	29
2016 Q1	$2.37M	Sell	28,725 -2,377	-8%	-$192K	1.02%	29
2015 Q4	$2.47M	Sell	31,102 -6,294	-17%	-$481K	1.03%	30
2015 Q3	$2.69M	Sell	37,396 -4,277	-10%	-$321K	1.13%	29
2015 Q2	$3.26M	Sell	41,673 -2,035	-5%	-$164K	1.27%	25
2015 Q1	$3.58M	Buy	43,708 +10,408	+31%	+$895K	1.39%	19
2014 Q4	$3.03M	Buy	+33,300	New	+$2.93M	1.17%	23

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

Analyst IMS Investment Management Services's PG Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Procter & Gamble (PG) stake by 6.4% in Q1 2026, buying an estimated $90.5K and bringing the position to 9,991 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #70.

Analyst IMS Investment Management Services first reported a position in PG in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.89M in Q4 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Analyst IMS Investment Management Services held 9,991 shares of Procter & Gamble worth $1.44M as of Q1 2026.
Analyst IMS Investment Management Services bought 597 Procter & Gamble shares in Q1 2026, an estimated $90.5K.
Procter & Gamble made up 0.04% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #70 holding.
Analyst IMS Investment Management Services first reported a position in Procter & Gamble in Q4 2014 and has held it in 46 quarters since.
Analyst IMS Investment Management Services's Procter & Gamble position peaked at $3.89M in Q4 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.