FWM
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FMA Wealth Management’s Procter & Gamble PG Stock Holding History

FMA 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 		$375K Sell
2,555
-200
-7% -$29.1K 0.24% 30
2026
Q1 		$398K Hold
2,755
– – 0.26% 30
2025
Q4 		$395K Hold
2,755
– – 0.26% 32
2025
Q3 		$423K Hold
2,755
– – 0.29% 30
2025
Q2 		$439K Hold
2,755
– – 0.32% 28
2025
Q1 		$479K Sell
2,755
-100
-4% -$16.7K 0.37% 27
2024
Q4 		$479K Hold
2,855
– – 0.36% 28
2024
Q3 		$494K Sell
2,855
-100
-3% -$17K 0.36% 28
2024
Q2 		$487K Sell
2,955
-500
-14% -$81.7K 0.39% 31
2024
Q1 		$561K Sell
3,455
-55
-2% -$8.63K 0.46% 27
2023
Q4 		$514K Buy
+3,510
New +$520K 0.47% 27

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

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

FMA Wealth Management reduced its Procter & Gamble (PG) stake by 7.3% in Q2 2026, selling an estimated $29.1K and leaving 2,555 shares worth $375K. The position accounts for 0.24% of the portfolio, ranked #30.

FMA Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $561K in Q1 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • FMA Wealth Management held 2,555 shares of Procter & Gamble worth $375K as of Q2 2026.
  • FMA Wealth Management sold 200 Procter & Gamble shares in Q2 2026, an estimated $29.1K.
  • Procter & Gamble made up 0.24% of FMA Wealth Management's portfolio in Q2 2026, its #30 holding.
  • FMA Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's Procter & Gamble position peaked at $561K in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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