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FSM Wealth Advisors’s Procter & Gamble PG Stock Holding History

FSM Wealth Advisors’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 		$1.08M Buy
7,359
+379
+5% +$55.2K 0.11% 107
2026
Q1 		$1.01M Buy
6,980
+53
+0.8% +$8.04K 0.13% 94
2025
Q4 		$993K Buy
6,927
+16
+0.2% +$2.36K 0.14% 91
2025
Q3 		$1.06M Buy
6,911
+325
+5% +$50.8K 0.15% 91
2025
Q2 		$1.06M Buy
6,586
+980
+17% +$160K 0.17% 86
2025
Q1 		$955K Buy
5,606
+590
+12% +$98.8K 0.21% 64
2024
Q4 		$805K Buy
5,016
+140
+3% +$23.8K 0.2% 72
2024
Q3 		$845K Buy
4,876
+337
+7% +$57.2K 0.22% 67
2024
Q2 		$749K Buy
4,539
+87
+2% +$14.2K 0.25% 67
2024
Q1 		$722K Sell
4,452
-179
-4% -$28.1K 0.26% 68
2023
Q4 		$679K Sell
4,631
-85
-2% -$12.6K 0.29% 63
2023
Q3 		$688K Sell
4,716
-268
-5% -$40.9K 0.35% 58
2023
Q2 		$738K Sell
4,984
-98
-2% -$14.8K 0.37% 59
2023
Q1 		$756K Buy
5,082
+460
+10% +$65.8K 0.44% 51
2022
Q4 		$700K Sell
4,622
-1,095
-19% -$154K 0.5% 50
2022
Q3 		$722K Buy
5,717
+1,676
+41% +$238K 0.6% 45
2022
Q2 		$587K Buy
+4,041
New +$607K 0.58% 50

Other funds holding PG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FSM Wealth Advisors's PG Position: Q2 2026 in Review

FSM Wealth Advisors increased its Procter & Gamble (PG) stake by 5.4% in Q2 2026, buying an estimated $55.2K and bringing the position to 7,359 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #107.

FSM Wealth Advisors first reported a position in PG in Q2 2022 and has held it in 17 quarters since. 2,512 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • FSM Wealth Advisors held 7,359 shares of Procter & Gamble worth $1.08M as of Q2 2026.
  • FSM Wealth Advisors bought 379 Procter & Gamble shares in Q2 2026, an estimated $55.2K.
  • Procter & Gamble made up 0.11% of FSM Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • FSM Wealth Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.