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Atwood & Palmer’s Procter & Gamble PG Stock Holding History

Atwood & Palmer’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 		$2.98M Sell
20,292
-146
-0.7% -$21.3K 0.16% 62
2026
Q1 		$2.95M Sell
20,438
-125
-0.6% -$18.9K 0.17% 63
2025
Q4 		$2.95M Sell
20,563
-350
-2% -$51.6K 0.17% 61
2025
Q3 		$3.21M Hold
20,913
– – 0.19% 59
2025
Q2 		$3.33M Sell
20,913
-1,550
-7% -$253K 0.21% 59
2025
Q1 		$3.83M Buy
22,463
+205
+0.9% +$34.3K 0.27% 61
2024
Q4 		$3.73M Hold
22,258
– – 0.26% 58
2024
Q3 		$3.86M Sell
22,258
-5
-0% -$849 0.26% 59
2024
Q2 		$3.67M Sell
22,263
-72
-0.3% -$11.8K 0.28% 56
2024
Q1 		$3.62M Sell
22,335
-980
-4% -$154K 0.28% 56
2023
Q4 		$3.42M Sell
23,315
-150
-0.6% -$22.2K 0.28% 56
2023
Q3 		$3.42M Sell
23,465
-1,750
-7% -$267K 0.3% 56
2023
Q2 		$3.83M Buy
25,215
+275
+1% +$41.4K 0.34% 58
2023
Q1 		$3.71M Sell
24,940
-530
-2% -$75.8K 0.35% 60
2022
Q4 		$3.86M Hold
25,470
– – 0.35% 64
2022
Q3 		$3.22M Sell
25,470
-456
-2% -$64.8K 0.32% 63
2022
Q2 		$3.73M Sell
25,926
-150
-0.6% -$22.5K 0.36% 57
2022
Q1 		$3.98M Sell
26,076
-100
-0.4% -$15.6K 0.34% 53
2021
Q4 		$4.28M Sell
26,176
-193
-0.7% -$28.7K 0.36% 52
2021
Q3 		$3.69M Sell
26,369
-1,019
-4% -$144K 0.33% 54
2021
Q2 		$3.69M Buy
27,388
+669
+3% +$90.5K 0.33% 56
2021
Q1 		$3.62M Buy
26,719
+408
+2% +$53.2K 0.35% 54
2020
Q4 		$3.66M Buy
26,311
+5,850
+29% +$818K 0.39% 54
2020
Q3 		$2.84M Hold
20,461
– – 0.36% 50
2020
Q2 		$2.45M Hold
20,461
– – 0.33% 52
2020
Q1 		$2.25M Buy
20,461
+225
+1% +$27K 0.35% 50
2019
Q4 		$2.53M Hold
20,236
– – 0.32% 48
2019
Q3 		$2.52M Hold
20,236
– – 0.34% 46
2019
Q2 		$2.22M Hold
20,236
– – 0.3% 51
2019
Q1 		$2.11M Sell
20,236
-200
-1% -$19.5K 0.3% 50
2018
Q4 		$1.88M Hold
20,436
– – 0.3% 48
2018
Q3 		$1.7M Sell
20,436
-46
-0.2% -$3.76K 0.22% 54
2018
Q2 		$1.6M Sell
20,482
-954
-4% -$71.8K 0.22% 57
2018
Q1 		$1.7M Sell
21,436
-4,000
-16% -$333K 0.24% 56
2017
Q4 		$2.34M Sell
25,436
-200
-0.8% -$18K 0.33% 46
2017
Q3 		$2.33M Hold
25,636
– – 0.34% 46
2017
Q2 		$2.23M Buy
25,636
+1,000
+4% +$88.1K 0.35% 45
2017
Q1 		$2.21M Buy
24,636
+2,000
+9% +$177K 0.35% 44
2016
Q4 		$1.9M Sell
22,636
-4,000
-15% -$341K 0.34% 45
2016
Q3 		$2.39M Sell
26,636
-50
-0.2% -$4.34K 0.43% 41
2016
Q2 		$2.26M Sell
26,686
-1,380
-5% -$113K 0.41% 45
2016
Q1 		$2.31M Sell
28,066
-3,100
-10% -$250K 0.41% 46
2015
Q4 		$2.48M Hold
31,166
– – 0.47% 49
2015
Q3 		$2.24M Sell
31,166
-2,814
-8% -$211K 0.44% 51
2015
Q2 		$2.66M Sell
33,980
-324
-0.9% -$26.1K 0.48% 50
2015
Q1 		$2.81M Sell
34,304
-109,148
-76% -$9.38M 0.5% 50
2014
Q4 		$13.1M Sell
143,452
-15,566
-10% -$1.37M 2.44% 12
2014
Q3 		$13.4M Buy
159,018
+51,475
+48% +$4.22M 2.52% 9
2014
Q2 		$8.45M Sell
107,543
-54,812
-34% -$4.42M 2.25% 13
2014
Q1 		$13.1M Sell
162,355
-62
-0% -$4.88K 3.06% 7
2013
Q4 		$13.2M Sell
162,417
-766
-0.5% -$62.4K 3.26% 6
2013
Q3 		$12.3M Sell
163,183
-1,647
-1% -$131K 3.4% 7
2013
Q2 		$12.7M Buy
+164,830
New +$12.9M 3.43% 7

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atwood & Palmer's PG Position: Q2 2026 in Review

Atwood & Palmer reduced its Procter & Gamble (PG) stake by 0.71% in Q2 2026, selling an estimated $21.3K and leaving 20,292 shares worth $2.98M. The position accounts for 0.16% of the portfolio, ranked #62.

Atwood & Palmer first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.4M in Q3 2014. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atwood & Palmer held 20,292 shares of Procter & Gamble worth $2.98M as of Q2 2026.
  • Atwood & Palmer sold 146 Procter & Gamble shares in Q2 2026, an estimated $21.3K.
  • Procter & Gamble made up 0.16% of Atwood & Palmer's portfolio in Q2 2026, its #62 holding.
  • Atwood & Palmer first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Atwood & Palmer's Procter & Gamble position peaked at $13.4M in Q3 2014.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.