FAM
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Formidable Asset Management’s Procter & Gamble PG Stock Holding History

Formidable Asset 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
2017
Q4 		– Sell
-51
Closed -$3K – 185
2017
Q3 		$3K Buy
+51
New +$4.64K ﹤0.01% 205
2017
Q2 		– Sell
-354
Closed -$27K – 197
2017
Q1 		$27K Buy
+354
New +$31.4K 0.01% 192

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

Formidable Asset Management's PG Position: Q2 2026 in Review

Formidable Asset Management reduced its Procter & Gamble (PG) stake by 1.2% in Q2 2026, selling an estimated $462K and leaving 252,440 shares worth $36.5M. The position accounts for 5.8% of the portfolio, ranked #2.

Formidable Asset Management first reported a position in PG in Q3 2013 and has held it in 51 quarters since. The position peaked at $53.8M in Q3 2024. 824 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Formidable Asset Management held 252,440 shares of Procter & Gamble worth $36.5M as of Q2 2026.
  • Formidable Asset Management sold 3,177 Procter & Gamble shares in Q2 2026, an estimated $462K.
  • Procter & Gamble made up 5.8% of Formidable Asset Management's portfolio in Q2 2026, its #2 holding.
  • Formidable Asset Management first reported a position in Procter & Gamble in Q3 2013 and has held it in 51 quarters since.
  • Formidable Asset Management's Procter & Gamble position peaked at $53.8M in Q3 2024.
  • 824 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.