FIM
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FWL Investment Management’s Procter & Gamble PG Stock Holding History

FWL Investment 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 		$276K Sell
1,883
-517
-22% -$75.3K 0.05% 99
2026
Q1 		$347K Buy
+2,400
New +$364K 0.08% 88
2025
Q4 		– Sell
-40
Closed -$6.15K – 389
2025
Q3 		$6.15K Sell
40
-11,341
-100% -$1.77M ﹤0.01% 284
2025
Q2 		$1.81M Buy
11,381
+1,158
+11% +$189K 0.55% 38
2025
Q1 		$1.74M Sell
10,223
-226
-2% -$37.9K 0.65% 34
2024
Q4 		$1.75M Buy
10,449
+840
+9% +$143K 0.64% 37
2024
Q3 		$1.66M Buy
9,609
+9,264
+2,685% +$1.57M 0.64% 37
2024
Q2 		$56.9K Buy
345
+305
+763% +$49.9K 0.03% 101
2024
Q1 		$6.49K Buy
40
+8
+25% +$1.25K ﹤0.01% 181
2023
Q4 		$4.69K Buy
+32
New +$4.74K ﹤0.01% 195
2023
Q1 		– Sell
-27
Closed -$4.09K – 162
2022
Q4 		$4.09K Buy
+27
New +$3.79K ﹤0.01% 158

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

FWL Investment Management's PG Position: Q2 2026 in Review

FWL Investment Management reduced its Procter & Gamble (PG) stake by 22% in Q2 2026, selling an estimated $75.3K and leaving 1,883 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #99.

FWL Investment Management first reported a position in PG in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.81M in Q2 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • FWL Investment Management held 1,883 shares of Procter & Gamble worth $276K as of Q2 2026.
  • FWL Investment Management sold 517 Procter & Gamble shares in Q2 2026, an estimated $75.3K.
  • Procter & Gamble made up 0.05% of FWL Investment Management's portfolio in Q2 2026, its #99 holding.
  • FWL Investment Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 11 quarters since.
  • FWL Investment Management's Procter & Gamble position peaked at $1.81M in Q2 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.