Baldwin Investment Management’s Procter & Gamble PG Stock Holding History

Baldwin Investment 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	$1.01M	Buy	6,863 +950	+16%	+$138K	0.1%	117
2026 Q1	$854K	Hold	5,913	–	–	0.1%	117
2025 Q4	$847K	Sell	5,913 -1,127	-16%	-$166K	0.1%	121
2025 Q3	$1.08M	Sell	7,040 -500	-7%	-$78.1K	0.12%	103
2025 Q2	$1.2M	Sell	7,540 -298	-4%	-$48.6K	0.15%	92
2025 Q1	$1.34M	Buy	7,838 +4,239	+118%	+$710K	0.16%	78
2024 Q4	$603K	Sell	3,599 -3,307	-48%	-$563K	0.08%	133
2024 Q3	$1.2M	Buy	6,906 +22	+0.3%	+$3.73K	0.15%	96
2024 Q2	$1.14M	Sell	6,884 -14	-0.2%	-$2.29K	0.16%	95
2024 Q1	$1.12M	Buy	6,898 +549	+9%	+$86.1K	0.15%	104
2023 Q4	$930K	Buy	6,349 +175	+3%	+$25.9K	0.15%	99
2023 Q3	$901K	Hold	6,174	–	–	0.15%	97
2023 Q2	$937K	Sell	6,174 -300	-5%	-$45.2K	0.15%	95
2023 Q1	$963K	Buy	6,474 +50	+0.8%	+$7.15K	0.17%	88
2022 Q4	$974K	Hold	6,424	–	–	0.18%	88
2022 Q3	$811	Sell	6,424 -122	-2%	-$17.3K	0.17%	96
2022 Q2	$941	Sell	6,546 -78	-1%	-$11.7K	0.18%	97
2022 Q1	$1.01K	Sell	6,624 -350	-5%	-$54.8K	0.15%	101
2021 Q4	$1.14K	Sell	6,974 -200	-3%	-$29.7K	0.18%	94
2021 Q3	$1M	Buy	7,174 +8	+0.1%	+$1.13K	0.17%	98
2021 Q2	$967K	Sell	7,166 -125	-2%	-$16.9K	0.16%	104
2021 Q1	$987K	Sell	7,291 -220	-3%	-$28.7K	0.18%	101
2020 Q4	$1.04M	Sell	7,511 -586	-7%	-$81.9K	0.21%	87
2020 Q3	$1.13M	Sell	8,097 -25	-0.3%	-$3.32K	0.26%	65
2020 Q2	$971K	Buy	8,122 +100	+1%	+$11.7K	0.3%	55
2020 Q1	$882K	Hold	8,022	–	–	0.3%	52
2019 Q4	$1M	Hold	8,022	–	–	0.27%	60
2019 Q3	$998K	Buy	8,022 +157	+2%	+$18.6K	0.29%	59
2019 Q2	$862K	Sell	7,865 -150	-2%	-$16K	0.25%	64
2019 Q1	$834K	Buy	8,015 +175	+2%	+$17K	0.25%	65
2018 Q4	$721K	Sell	7,840 -50	-0.6%	-$4.47K	0.23%	68
2018 Q3	$657K	Sell	7,890 -200	-2%	-$16.4K	0.19%	83
2018 Q2	$632K	Buy	8,090 +4,700	+139%	+$354K	0.2%	84
2018 Q1	$269K	Hold	3,390	–	–	0.1%	98
2017 Q4	$311K	Hold	3,390	–	–	0.11%	96
2017 Q3	$308K	Hold	3,390	–	–	0.12%	96
2017 Q2	$295K	Sell	3,390 -837	-20%	-$73.8K	0.12%	96
2017 Q1	$380K	Hold	4,227	–	–	0.15%	89
2016 Q4	$355K	Sell	4,227 -100	-2%	-$8.52K	0.14%	88
2016 Q3	$388K	Hold	4,327	–	–	0.17%	85
2016 Q2	$366K	Hold	4,327	–	–	0.16%	89
2016 Q1	$356K	Buy	4,327 +160	+4%	+$12.9K	0.15%	92
2015 Q4	$331K	Buy	4,167 +650	+18%	+$49.7K	0.15%	97
2015 Q3	$253K	Sell	3,517 -235	-6%	-$17.6K	0.11%	117
2015 Q2	$294K	Sell	3,752 -15	-0.4%	-$1.21K	0.12%	112
2015 Q1	$309K	Sell	3,767 -28	-0.7%	-$2.41K	0.12%	112
2014 Q4	$346K	Hold	3,795	–	–	0.13%	103
2014 Q3	$318K	Sell	3,795 -28	-0.7%	-$2.29K	0.13%	104
2014 Q2	$300K	Hold	3,823	–	–	0.13%	109
2014 Q1	$308K	Sell	3,823 -66	-2%	-$5.2K	0.14%	105
2013 Q4	$317K	Sell	3,889 -250	-6%	-$20.4K	0.14%	105
2013 Q3	$313K	Buy	4,139 +66	+2%	+$5.25K	0.15%	95
2013 Q2	$314K	Buy	+4,073	New	+$320K	0.16%	95

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baldwin Investment Management's PG Position: Q2 2026 in Review

Baldwin Investment Management increased its Procter & Gamble (PG) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 6,863 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #117.

Baldwin Investment Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.34M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Baldwin Investment Management held 6,863 shares of Procter & Gamble worth $1.01M as of Q2 2026.
Baldwin Investment Management bought 950 Procter & Gamble shares in Q2 2026, an estimated $138K.
Procter & Gamble made up 0.1% of Baldwin Investment Management's portfolio in Q2 2026, its #117 holding.
Baldwin Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
Baldwin Investment Management's Procter & Gamble position peaked at $1.34M in Q1 2025.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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