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Forum Financial Management’s Procter & Gamble PG Stock Holding History

Forum Financial 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 		$2.59M Buy
17,688
+4,373
+33% +$636K 0.03% 79
2026
Q1 		$1.92M Sell
13,315
-19,083
-59% -$2.89M 0.03% 84
2025
Q4 		$4.64M Sell
32,398
-441
-1% -$65K 0.06% 65
2025
Q3 		$5.05M Buy
32,839
+7,668
+30% +$1.2M 0.07% 60
2025
Q2 		$4.01M Buy
25,171
+668
+3% +$109K 0.06% 69
2025
Q1 		$4.18M Buy
24,503
+269
+1% +$45.1K 0.07% 62
2024
Q4 		$4.06M Buy
24,234
+2,720
+13% +$463K 0.07% 62
2024
Q3 		$3.73M Sell
21,514
-618
-3% -$105K 0.06% 57
2024
Q2 		$3.65M Buy
22,132
+1,518
+7% +$248K 0.07% 56
2024
Q1 		$3.34M Sell
20,614
-2,107
-9% -$330K 0.06% 78
2023
Q4 		$3.33M Buy
22,721
+1,103
+5% +$163K 0.06% 59
2023
Q3 		$3.15M Buy
21,618
+937
+5% +$143K 0.07% 59
2023
Q2 		$3.14M Buy
20,681
+1,154
+6% +$174K 0.07% 55
2023
Q1 		$2.9M Buy
19,527
+76
+0.4% +$10.9K 0.08% 58
2022
Q4 		$2.95M Sell
19,451
-1,114
-5% -$156K 0.1% 51
2022
Q3 		$2.6M Buy
20,565
+856
+4% +$122K 0.13% 50
2022
Q2 		$2.83M Sell
19,709
-2,972
-13% -$447K 0.14% 44
2022
Q1 		$3.46M Buy
22,681
+1,356
+6% +$212K 0.17% 36
2021
Q4 		$3.49M Buy
+21,325
New +$3.17M 0.18% 34

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's PG Position: Q2 2026 in Review

Forum Financial Management increased its Procter & Gamble (PG) stake by 33% in Q2 2026, buying an estimated $636K and bringing the position to 17,688 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #79.

Forum Financial Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.05M in Q3 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Forum Financial Management held 17,688 shares of Procter & Gamble worth $2.59M as of Q2 2026.
  • Forum Financial Management bought 4,373 Procter & Gamble shares in Q2 2026, an estimated $636K.
  • Procter & Gamble made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #79 holding.
  • Forum Financial Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Procter & Gamble position peaked at $5.05M in Q3 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.