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AXS Investments’s Procter & Gamble PG Stock Holding History

AXS Investments’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 		$223K Sell
1,520
-109
-7% -$15.9K 0.06% 116
2026
Q1 		$235K Sell
1,629
-760
-32% -$115K 0.1% 114
2025
Q4 		$342K Sell
2,389
-428
-15% -$63.1K 0.12% 111
2025
Q3 		$433K Buy
2,817
+735
+35% +$115K 0.14% 103
2025
Q2 		$332K Sell
2,082
-695
-25% -$113K 0.14% 129
2025
Q1 		$473K Sell
2,777
-467
-14% -$78.2K 0.13% 180
2024
Q4 		$544K Sell
3,244
-28
-0.9% -$4.77K 0.15% 185
2024
Q3 		$567K Sell
3,272
-634
-16% -$108K 0.15% 190
2024
Q2 		$644K Sell
3,906
-190
-5% -$31.1K 0.18% 188
2024
Q1 		$665K Buy
4,096
+249
+6% +$39.1K 0.16% 196
2023
Q4 		$564K Sell
3,847
-484
-11% -$71.7K 0.14% 213
2023
Q3 		$632K Sell
4,331
-1,630
-27% -$249K 0.16% 192
2023
Q2 		$905K Sell
5,961
-909
-13% -$137K 0.24% 154
2023
Q1 		$1.02M Sell
6,870
-468
-6% -$66.9K 0.34% 121
2022
Q4 		$1.11M Sell
7,338
-905
-11% -$127K 0.4% 90
2022
Q3 		$1.04M Sell
8,243
-1,311
-14% -$186K 0.4% 72
2022
Q2 		$1.37M Sell
9,554
-1,752
-15% -$263K 0.49% 46
2022
Q1 		$1.73M Sell
11,306
-2,881
-20% -$451K 0.69% 38
2021
Q4 		$2.32M Buy
+14,187
New +$2.11M 0.55% 56
2021
Q3 		– Sell
-11,616
Closed -$1.57M – 190
2021
Q2 		$1.57M Sell
11,616
-5,764
-33% -$780K 0.48% 56
2021
Q1 		$2.35M Buy
+17,380
New +$2.27M 0.84% 38

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 $3.38T AUM 44.17% 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

AXS Investments's PG Position: Q2 2026 in Review

AXS Investments reduced its Procter & Gamble (PG) stake by 6.7% in Q2 2026, selling an estimated $15.9K and leaving 1,520 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #116.

AXS Investments first reported a position in PG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.35M in Q1 2021. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • AXS Investments held 1,520 shares of Procter & Gamble worth $223K as of Q2 2026.
  • AXS Investments sold 109 Procter & Gamble shares in Q2 2026, an estimated $15.9K.
  • Procter & Gamble made up 0.06% of AXS Investments's portfolio in Q2 2026, its #116 holding.
  • AXS Investments first reported a position in Procter & Gamble in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Procter & Gamble position peaked at $2.35M in Q1 2021.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.