AWM
PG icon

Axxcess Wealth Management’s Procter & Gamble PG Stock Holding History

Axxcess Wealth 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 		$12.9M Buy
87,719
+3,829
+5% +$557K 0.2% 106
2026
Q1 		$12.1M Sell
83,890
-4,349
-5% -$659K 0.39% 60
2025
Q4 		$12.6M Sell
88,239
-4,365
-5% -$644K 0.22% 91
2025
Q3 		$14.2M Buy
92,604
+1,963
+2% +$307K 0.3% 69
2025
Q2 		$14.4M Buy
90,641
+254
+0.3% +$41.5K 0.34% 60
2025
Q1 		$15.4M Sell
90,387
-7,034
-7% -$1.18M 0.41% 55
2024
Q4 		$16.3M Buy
97,421
+1,806
+2% +$308K 0.39% 53
2024
Q3 		$16.6M Sell
95,615
-14,760
-13% -$2.51M 0.41% 53
2024
Q2 		$18.2M Buy
110,375
+4,437
+4% +$725K 0.48% 43
2024
Q1 		$17.2M Sell
105,938
-9,457
-8% -$1.48M 0.47% 45
2023
Q4 		$16.9M Buy
115,395
+12,017
+12% +$1.78M 0.49% 38
2023
Q3 		$15.1M Buy
103,378
+55,647
+117% +$8.5M 0.51% 40
2023
Q2 		$7.24M Buy
47,731
+2,059
+5% +$310K 0.52% 40
2023
Q1 		$6.79M Buy
45,672
+709
+2% +$101K 0.51% 42
2022
Q4 		$6.81M Buy
44,963
+13,590
+43% +$1.91M 0.56% 37
2022
Q3 		$3.96M Buy
31,373
+4,206
+15% +$597K 0.37% 61
2022
Q2 		$3.91M Sell
27,167
-334
-1% -$50.2K 0.36% 62
2022
Q1 		$4.2M Buy
27,501
+1,740
+7% +$272K 0.33% 64
2021
Q4 		$4.21M Buy
+25,761
New +$3.82M 0.31% 65

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Axxcess Wealth Management's PG Position: Q2 2026 in Review

Axxcess Wealth Management increased its Procter & Gamble (PG) stake by 4.6% in Q2 2026, buying an estimated $557K and bringing the position to 87,719 shares worth $12.9M. The position accounts for 0.2% of the portfolio, ranked #106.

Axxcess Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.2M in Q2 2024. 1,980 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Axxcess Wealth Management held 87,719 shares of Procter & Gamble worth $12.9M as of Q2 2026.
  • Axxcess Wealth Management bought 3,829 Procter & Gamble shares in Q2 2026, an estimated $557K.
  • Procter & Gamble made up 0.2% of Axxcess Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Axxcess Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Procter & Gamble position peaked at $18.2M in Q2 2024.
  • 1,980 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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