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Axim Planning & Wealth’s Procter & Gamble PG Stock Holding History

Axim Planning & 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
Q1 		$808K Sell
5,595
-881
-14% -$134K 0.98% 12
2025
Q4 		$928K Buy
6,476
+1,195
+23% +$176K 0.98% 7
2025
Q3 		$811K Sell
5,281
-273
-5% -$42.6K 0.64% 12
2025
Q2 		$885K Sell
5,554
-25
-0.4% -$4.08K 0.81% 8
2025
Q1 		$951K Sell
5,579
-1,003
-15% -$168K 0.84% 4
2024
Q4 		$1.1M Sell
6,582
-87
-1% -$14.8K 1.17% 4
2024
Q3 		$1.16M Buy
6,669
+29
+0.4% +$4.92K 1.3% 4
2024
Q2 		$1.1M Sell
6,640
-823
-11% -$135K 1.31% 5
2024
Q1 		$1.21M Sell
7,463
-32
-0.4% -$5.02K 0.98% 5
2023
Q4 		$1.1M Sell
7,495
-30
-0.4% -$4.44K 1% 5
2023
Q3 		$1.1M Buy
7,525
+590
+9% +$90.1K 0.97% 4
2023
Q2 		$1.05M Buy
6,935
+262
+4% +$39.5K 0.95% 6
2023
Q1 		$992K Sell
6,673
-965
-13% -$138K 0.98% 6
2022
Q4 		$1.16M Sell
7,638
-1,161
-13% -$163K 1.19% 8
2022
Q3 		$1.11M Buy
8,799
+8,512
+2,966% +$1.21M 1.09% 7
2022
Q2 		$41K Buy
+287
New +$43.1K 0.03% 50

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axim Planning & Wealth's PG Position: Q1 2026 in Review

Axim Planning & Wealth reduced its Procter & Gamble (PG) stake by 14% in Q1 2026, selling an estimated $134K and leaving 5,595 shares worth $808K. The position accounts for 0.98% of the portfolio, ranked #12.

Axim Planning & Wealth first reported a position in PG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q1 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Axim Planning & Wealth held 5,595 shares of Procter & Gamble worth $808K as of Q1 2026.
  • Axim Planning & Wealth sold 881 Procter & Gamble shares in Q1 2026, an estimated $134K.
  • Procter & Gamble made up 0.98% of Axim Planning & Wealth's portfolio in Q1 2026, its #12 holding.
  • Axim Planning & Wealth first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
  • Axim Planning & Wealth's Procter & Gamble position peaked at $1.21M in Q1 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.