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BXM Wealth’s Procter & Gamble PG Stock Holding History

BXM 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
Q2 		$813K Buy
5,546
+941
+20% +$137K 0.44% 53
2026
Q1 		$665K Sell
4,605
-54,078
-92% -$8.2M 0.51% 54
2025
Q4 		$606K Buy
58,683
+52,515
+851% +$7.74M 0.47% 55
2025
Q3 		$948K Buy
6,168
+861
+16% +$134K 0.9% 28
2025
Q2 		$860K Sell
5,307
-70
-1% -$11.4K 1.02% 26
2025
Q1 		$913K Buy
5,377
+339
+7% +$56.8K 1.1% 26
2024
Q4 		$845K Buy
+5,038
New +$858K 1.18% 24

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

BXM Wealth's PG Position: Q2 2026 in Review

BXM Wealth increased its Procter & Gamble (PG) stake by 20% in Q2 2026, buying an estimated $137K and bringing the position to 5,546 shares worth $813K. The position accounts for 0.44% of the portfolio, ranked #53.

BXM Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $948K in Q3 2025. 1,467 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BXM Wealth held 5,546 shares of Procter & Gamble worth $813K as of Q2 2026.
  • BXM Wealth bought 941 Procter & Gamble shares in Q2 2026, an estimated $137K.
  • Procter & Gamble made up 0.44% of BXM Wealth's portfolio in Q2 2026, its #53 holding.
  • BXM Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's Procter & Gamble position peaked at $948K in Q3 2025.
  • 1,467 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.