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

Athena 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	$806K	Sell	5,496 -882	-14%	-$128K	0.48%	51
2026 Q1	$921K	Hold	6,378	–	–	0.48%	55
2025 Q4	$914K	Hold	6,378	–	–	0.47%	51
2025 Q3	$980K	Hold	6,378	–	–	0.51%	47
2025 Q2	$1.02M	Sell	6,378 -59	-0.9%	-$9.63K	0.57%	44
2025 Q1	$1.1M	Sell	6,437 -252	-4%	-$42.2K	0.66%	39
2024 Q4	$1.12M	Sell	6,689 -447	-6%	-$76.1K	0.65%	33
2024 Q3	$1.24M	Sell	7,136 -245	-3%	-$41.6K	0.7%	34
2024 Q2	$1.22M	Sell	7,381 -709	-9%	-$116K	0.74%	30
2024 Q1	$1.31M	Sell	8,090 -408	-5%	-$64K	0.79%	28
2023 Q4	$1.25M	Hold	8,498	–	–	0.81%	26
2023 Q3	$1.24M	Sell	8,498 -90	-1%	-$13.7K	0.89%	22
2023 Q2	$1.3M	Sell	8,588 -1,212	-12%	-$183K	0.9%	25
2023 Q1	$1.46M	Sell	9,800 -3	-0%	-$429	1.05%	18
2022 Q4	$1.49M	Buy	9,803 +31	+0.3%	+$4.35K	1.09%	18
2022 Q3	$1.23M	Hold	9,772	–	–	1.04%	19
2022 Q2	$1.41M	Buy	9,772 +1,395	+17%	+$210K	1.11%	18
2022 Q1	$1.28M	Buy	+8,377	New	+$1.31M	0.99%	21

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

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

Athena Investment Management reduced its Procter & Gamble (PG) stake by 14% in Q2 2026, selling an estimated $128K and leaving 5,496 shares worth $806K. The position accounts for 0.48% of the portfolio, ranked #51.

Athena Investment Management first reported a position in PG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.49M in Q4 2022. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Athena Investment Management held 5,496 shares of Procter & Gamble worth $806K as of Q2 2026.
Athena Investment Management sold 882 Procter & Gamble shares in Q2 2026, an estimated $128K.
Procter & Gamble made up 0.48% of Athena Investment Management's portfolio in Q2 2026, its #51 holding.
Athena Investment Management first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Procter & Gamble position peaked at $1.49M in Q4 2022.
4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.