BMWM
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Brown Miller Wealth Management’s Procter & Gamble PG Stock Holding History

Brown Miller 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 		$3.25M Buy
22,189
+688
+3% +$100K 0.82% 30
2026
Q1 		$3.11M Sell
21,501
-2,571
-11% -$390K 0.88% 27
2025
Q4 		$3.45M Buy
24,072
+436
+2% +$64.3K 0.95% 25
2025
Q3 		$3.63M Buy
23,636
+831
+4% +$130K 1.03% 23
2025
Q2 		$3.63M Buy
22,805
+403
+2% +$65.8K 1.13% 21
2025
Q1 		$3.82M Buy
22,402
+1,487
+7% +$249K 1.32% 17
2024
Q4 		$3.51M Buy
20,915
+242
+1% +$41.2K 1.34% 15
2024
Q3 		$3.58M Buy
20,673
+288
+1% +$48.9K 1.39% 15
2024
Q2 		$3.36M Buy
20,385
+449
+2% +$73.4K 1.4% 13
2024
Q1 		$3.23M Buy
19,936
+463
+2% +$72.6K 1.43% 15
2023
Q4 		$2.85M Buy
19,473
+203
+1% +$30.1K 1.43% 17
2023
Q3 		$2.81M Buy
19,270
+305
+2% +$46.6K 1.57% 14
2023
Q2 		$2.88M Buy
18,965
+230
+1% +$34.7K 1.55% 14
2023
Q1 		$2.79M Buy
18,735
+640
+4% +$91.5K 1.65% 13
2022
Q4 		$2.74M Buy
18,095
+370
+2% +$51.9K 1.73% 13
2022
Q3 		$2.24M Buy
17,725
+983
+6% +$140K 1.59% 16
2022
Q2 		$2.41M Buy
16,742
+85
+0.5% +$12.8K 1.64% 16
2022
Q1 		$2.54M Buy
16,657
+340
+2% +$53.2K 1.47% 19
2021
Q4 		$2.67M Buy
16,317
+509
+3% +$75.6K 1.53% 18
2021
Q3 		$2.21M Buy
15,808
+326
+2% +$46.2K 1.39% 19
2021
Q2 		$2.09M Buy
15,482
+456
+3% +$61.7K 1.33% 22
2021
Q1 		$2.04M Buy
15,026
+715
+5% +$93.3K 1.44% 17
2020
Q4 		$1.99M Buy
+14,311
New +$2M 1.49% 17

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

Brown Miller Wealth Management's PG Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Procter & Gamble (PG) stake by 3.2% in Q2 2026, buying an estimated $100K and bringing the position to 22,189 shares worth $3.25M. The position accounts for 0.82% of the portfolio, ranked #30.

Brown Miller Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.82M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brown Miller Wealth Management held 22,189 shares of Procter & Gamble worth $3.25M as of Q2 2026.
  • Brown Miller Wealth Management bought 688 Procter & Gamble shares in Q2 2026, an estimated $100K.
  • Procter & Gamble made up 0.82% of Brown Miller Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Brown Miller Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Brown Miller Wealth Management's Procter & Gamble position peaked at $3.82M in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.