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Atlas Wealth’s Procter & Gamble PG Stock Holding History

Atlas Wealth’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 		$11.9M Sell
81,136
-320
-0.4% -$46.6K 1.7% 17
2026
Q1 		$11.8M Sell
81,456
-120
-0.1% -$18.2K 3.53% 6
2025
Q4 		$11.7M Sell
81,576
-62
-0.1% -$9.14K 3.55% 6
2025
Q3 		$12.5M Sell
81,638
-362
-0.4% -$56.5K 4.05% 4
2025
Q2 		$13.2M Sell
82,000
-295
-0.4% -$48.1K 4.83% 5
2025
Q1 		$14M Sell
82,295
-2
-0% -$335 5.47% 4
2024
Q4 		$13.8M Sell
82,297
-2,798
-3% -$477K 5.22% 4
2024
Q3 		$14.7M Sell
85,095
-91,283
-52% -$15.5M 6.36% 5
2024
Q2 		$28.9M Buy
176,378
+85,615
+94% +$14M 3.4% 6
2024
Q1 		$14.7M Buy
90,763
+3,703
+4% +$581K 7.19% 4
2023
Q4 		$12.7M Hold
87,060
– – 6.92% 5
2023
Q3 		$12.7M Buy
87,060
+2,855
+3% +$436K 2.37% 13
2023
Q2 		$12.6M Sell
84,205
-508
-0.6% -$76.6K 2.31% 13
2023
Q1 		$12.6M Buy
84,713
+219
+0.3% +$31.3K 2.47% 13
2022
Q4 		$12.8M Buy
+84,494
New +$11.8M 3.45% 9

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atlas Wealth's PG Position: Q2 2026 in Review

Atlas Wealth reduced its Procter & Gamble (PG) stake by 0.39% in Q2 2026, selling an estimated $46.6K and leaving 81,136 shares worth $11.9M. The position accounts for 1.7% of the portfolio, ranked #17.

Atlas Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.9M in Q2 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atlas Wealth held 81,136 shares of Procter & Gamble worth $11.9M as of Q2 2026.
  • Atlas Wealth sold 320 Procter & Gamble shares in Q2 2026, an estimated $46.6K.
  • Procter & Gamble made up 1.7% of Atlas Wealth's portfolio in Q2 2026, its #17 holding.
  • Atlas Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth's Procter & Gamble position peaked at $28.9M in Q2 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.