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

Aspen 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	$2.34M	Sell	15,938 -28	-0.2%	-$4.08K	0.63%	45
2026 Q1	$2.31M	Sell	15,966 -21	-0.1%	-$3.18K	0.71%	39
2025 Q4	$2.29M	Buy	15,987 +8,527	+114%	+$1.26M	0.69%	42
2025 Q3	$1.15M	Buy	7,460 +103	+1%	+$16.1K	0.44%	67
2025 Q2	$1.17M	Sell	7,357 -150	-2%	-$24.5K	0.49%	59
2025 Q1	$1.28M	Buy	7,507 +153	+2%	+$25.6K	0.59%	52
2024 Q4	$1.23M	Sell	7,354 -24	-0.3%	-$4.09K	0.57%	52
2024 Q3	$1.28M	Sell	7,378 -99	-1%	-$16.8K	0.6%	51
2024 Q2	$1.23M	Buy	7,477 +225	+3%	+$36.8K	0.62%	50
2024 Q1	$1.18M	Buy	7,252 +10	+0.1%	+$1.57K	0.6%	51
2023 Q4	$1.06M	Buy	7,242 +365	+5%	+$54.1K	0.59%	52
2023 Q3	$1M	Sell	6,877 -62	-0.9%	-$9.47K	0.61%	49
2023 Q2	$1.05M	Hold	6,939	–	–	0.63%	50
2023 Q1	$1.03M	Buy	6,939 +4	+0.1%	+$572	0.66%	46
2022 Q4	$1.05M	Sell	6,935 -488	-7%	-$68.4K	0.69%	46
2022 Q3	$937K	Hold	7,423	–	–	0.63%	53
2022 Q2	$1.07M	Sell	7,423 -1,374	-16%	-$207K	0.67%	52
2022 Q1	$1.34M	Buy	8,797 +1,462	+20%	+$229K	0.7%	47
2021 Q4	$1.2M	Sell	7,335 -1,089	-13%	-$162K	0.59%	56
2021 Q3	$1.18M	Buy	8,424 +1,244	+17%	+$176K	0.62%	53
2021 Q2	$969K	Hold	7,180	–	–	0.51%	73
2021 Q1	$972K	Sell	7,180 -3,172	-31%	-$414K	0.54%	63
2020 Q4	$1.44M	Sell	10,352 -113	-1%	-$15.8K	0.85%	40
2020 Q3	$1.46M	Sell	10,465 -130	-1%	-$17.3K	0.97%	30
2020 Q2	$1.27M	Buy	10,595 +3,080	+41%	+$359K	0.91%	33
2020 Q1	$827K	Sell	7,515 -75	-1%	-$9K	0.72%	42
2019 Q4	$948K	Buy	7,590 +150	+2%	+$18.4K	0.59%	60
2019 Q3	$925K	Buy	7,440 +175	+2%	+$20.7K	0.62%	60
2019 Q2	$797K	Sell	7,265 -50	-0.7%	-$5.33K	0.52%	66
2019 Q1	$761K	Buy	7,315 +40	+0.5%	+$3.89K	0.53%	63
2018 Q4	$669K	Buy	7,275 +100	+1%	+$8.94K	0.54%	61
2018 Q3	$597K	Hold	7,175	–	–	0.39%	77
2018 Q2	$560K	Sell	7,175 -110	-2%	-$8.28K	0.39%	80
2018 Q1	$578K	Hold	7,285	–	–	0.41%	75
2017 Q4	$669K	Hold	7,285	–	–	0.48%	64
2017 Q3	$663K	Hold	7,285	–	–	0.49%	60
2017 Q2	$635K	Hold	7,285	–	–	0.48%	59
2017 Q1	$655K	Hold	7,285	–	–	0.49%	55
2016 Q4	$613K	Sell	7,285 -150	-2%	-$12.8K	0.46%	53
2016 Q3	$667K	Sell	7,435 -100	-1%	-$8.69K	0.53%	46
2016 Q2	$638K	Sell	7,535 -400	-5%	-$32.8K	0.53%	47
2016 Q1	$653K	Hold	7,935	–	–	0.6%	44
2015 Q4	$630K	Hold	7,935	–	–	0.63%	51
2015 Q3	$571K	Sell	7,935 -155	-2%	-$11.6K	0.56%	55
2015 Q2	$633K	Sell	8,090 -1,251	-13%	-$101K	0.53%	53
2015 Q1	$765K	Sell	9,341 -343	-4%	-$29.5K	0.61%	46
2014 Q4	$882K	Sell	9,684 -50	-0.5%	-$4.4K	0.74%	39
2014 Q3	$815K	Sell	9,734 -4,645	-32%	-$381K	0.68%	40
2014 Q2	$1.13M	Sell	14,379 -1,020	-7%	-$82.2K	0.69%	45
2014 Q1	$1.24M	Buy	15,399 +163	+1%	+$12.8K	0.79%	42
2013 Q4	$1.24M	Sell	15,236 -650	-4%	-$53K	0.83%	40
2013 Q3	$1.2M	Hold	15,886	–	–	0.85%	37
2013 Q2	$1.22M	Buy	+15,886	New	+$1.25M	0.83%	38

Other funds holding PG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aspen Investment Management's PG Position: Q2 2026 in Review

Aspen Investment Management reduced its Procter & Gamble (PG) stake by 0.18% in Q2 2026, selling an estimated $4.08K and leaving 15,938 shares worth $2.34M. The position accounts for 0.63% of the portfolio, ranked #45.

Aspen Investment Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Aspen Investment Management held 15,938 shares of Procter & Gamble worth $2.34M as of Q2 2026.
Aspen Investment Management sold 28 Procter & Gamble shares in Q2 2026, an estimated $4.08K.
Procter & Gamble made up 0.63% of Aspen Investment Management's portfolio in Q2 2026, its #45 holding.
Aspen Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.