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

CMH 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 		$3.44M Sell
23,462
-450
-2% -$65.5K 0.52% 53
2026
Q1 		$3.45M Buy
23,912
+20,444
+590% +$3.1M 0.59% 49
2025
Q4 		$497K Buy
3,468
+615
+22% +$90.7K 0.11% 49
2025
Q3 		$438K Sell
2,853
-11
-0.4% -$1.72K 0.09% 50
2025
Q2 		$456K Sell
2,864
-200
-7% -$32.6K 0.11% 47
2025
Q1 		$522K Hold
3,064
– – 0.13% 44
2024
Q4 		$514K Sell
3,064
-398
-11% -$67.8K 0.12% 45
2024
Q3 		$600K Hold
3,462
– – 0.14% 45
2024
Q2 		$571K Buy
+3,462
New +$566K 0.14% 43
2023
Q1 		– Sell
-23,728
Closed -$3.6M – 49
2022
Q4 		$3.6M Buy
23,728
+414
+2% +$58K 1.15% 42
2022
Q3 		$2.94M Buy
23,314
+752
+3% +$107K 1.08% 39
2022
Q2 		$3.24M Sell
22,562
-3,827
-15% -$575K 1.17% 38
2022
Q1 		$4.03M Buy
26,389
+945
+4% +$148K 1.24% 32
2021
Q4 		$4.16M Buy
25,444
+321
+1% +$47.7K 1.26% 33
2021
Q3 		$3.51M Buy
25,123
+481
+2% +$68.2K 1.15% 34
2021
Q2 		$3.33M Buy
24,642
+952
+4% +$129K 1.11% 35
2021
Q1 		$3.21M Sell
23,690
-356
-1% -$46.4K 1.21% 33
2020
Q4 		$3.35M Sell
24,046
-4
-0% -$559 1.23% 32
2020
Q3 		$3.34M Buy
24,050
+2,072
+9% +$275K 1.43% 26
2020
Q2 		$2.63M Buy
+21,978
New +$2.56M 1.26% 33

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

CMH Wealth Management reduced its Procter & Gamble (PG) stake by 1.9% in Q2 2026, selling an estimated $65.5K and leaving 23,462 shares worth $3.44M. The position accounts for 0.52% of the portfolio, ranked #53.

CMH Wealth Management first reported a position in PG in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.16M in Q4 2021. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CMH Wealth Management held 23,462 shares of Procter & Gamble worth $3.44M as of Q2 2026.
  • CMH Wealth Management sold 450 Procter & Gamble shares in Q2 2026, an estimated $65.5K.
  • Procter & Gamble made up 0.52% of CMH Wealth Management's portfolio in Q2 2026, its #53 holding.
  • CMH Wealth Management first reported a position in Procter & Gamble in Q2 2020 and has held it in 20 quarters since.
  • CMH Wealth Management's Procter & Gamble position peaked at $4.16M in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.