GIM
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Goelzer Investment Management’s Procter & Gamble PG Stock Holding History

Goelzer 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 		$7.53M Sell
51,364
-3,165
-6% -$461K 0.33% 58
2026
Q1 		$7.88M Sell
54,529
-307
-0.6% -$46.5K 0.38% 54
2025
Q4 		$7.86M Sell
54,836
-887
-2% -$131K 0.36% 53
2025
Q3 		$8.56M Sell
55,723
-593
-1% -$92.6K 0.45% 43
2025
Q2 		$8.97M Sell
56,316
-93
-0.2% -$15.2K 0.49% 40
2025
Q1 		$9.61M Buy
56,409
+14,957
+36% +$2.51M 0.56% 33
2024
Q4 		$6.95M Sell
41,452
-1,647
-4% -$281K 0.4% 55
2024
Q3 		$7.46M Sell
43,099
-950
-2% -$161K 0.41% 50
2024
Q2 		$7.26M Sell
44,049
-775
-2% -$127K 0.41% 49
2024
Q1 		$7.27M Sell
44,824
-2,680
-6% -$420K 0.41% 53
2023
Q4 		$6.96M Sell
47,504
-4,418
-9% -$654K 0.45% 53
2023
Q3 		$7.57M Buy
51,922
+176
+0.3% +$26.9K 0.53% 39
2023
Q2 		$7.85M Sell
51,746
-617
-1% -$93K 0.66% 43
2023
Q1 		$7.79M Buy
52,363
+18,520
+55% +$2.65M 0.68% 43
2022
Q4 		$5.13M Buy
33,843
+532
+2% +$74.6K 0.44% 73
2022
Q3 		$4.21M Buy
33,311
+984
+3% +$140K 0.42% 75
2022
Q2 		$4.65M Buy
32,327
+4,236
+15% +$637K 0.45% 72
2022
Q1 		$4.29M Buy
28,091
+11,989
+74% +$1.88M 0.37% 87
2021
Q4 		$2.63M Sell
16,102
-603
-4% -$89.5K 0.21% 126
2021
Q3 		$2.33M Sell
16,705
-722
-4% -$102K 0.2% 130
2021
Q2 		$2.35M Buy
17,427
+893
+5% +$121K 0.2% 137
2021
Q1 		$2.24M Sell
16,534
-960
-5% -$125K 0.2% 136
2020
Q4 		$2.43M Sell
17,494
-8,754
-33% -$1.22M 0.22% 125
2020
Q3 		$3.65M Sell
26,248
-300
-1% -$39.8K 0.34% 91
2020
Q2 		$3.17M Sell
26,548
-148
-0.6% -$17.3K 0.31% 98
2020
Q1 		$2.94M Buy
26,696
+55
+0.2% +$6.6K 0.33% 91
2019
Q4 		$3.33M Sell
26,641
-216
-0.8% -$26.4K 0.29% 102
2019
Q3 		$3.34M Buy
26,857
+24
+0.1% +$2.84K 0.31% 103
2019
Q2 		$2.94M Sell
26,833
-353
-1% -$37.6K 0.27% 106
2019
Q1 		$2.83M Buy
27,186
+7,879
+41% +$767K 0.27% 109
2018
Q4 		$1.77M Sell
19,307
-48,814
-72% -$4.36M 0.23% 135
2018
Q3 		$5.67M Buy
68,121
+85
+0.1% +$6.95K 0.63% 60
2018
Q2 		$5.31M Buy
68,036
+823
+1% +$61.9K 0.62% 62
2018
Q1 		$5.33M Sell
67,213
-2,896
-4% -$241K 0.64% 60
2017
Q4 		$6.44M Sell
70,109
-26,533
-27% -$2.39M 0.72% 41
2017
Q3 		$8.79M Sell
96,642
-975
-1% -$88.8K 1.04% 22
2017
Q2 		$8.51M Sell
97,617
-292
-0.3% -$25.7K 1.04% 25
2017
Q1 		$8.8M Sell
97,909
-1,088
-1% -$96.5K 1.1% 25
2016
Q4 		$8.32M Buy
98,997
+7,495
+8% +$639K 1.08% 22
2016
Q3 		$8.21M Sell
91,502
-1,567
-2% -$136K 1.11% 20
2016
Q2 		$7.88M Buy
93,069
+503
+0.5% +$41.3K 1.09% 21
2016
Q1 		$7.62M Buy
92,566
+2,922
+3% +$235K 1.09% 20
2015
Q4 		$7.12M Buy
89,644
+7,745
+9% +$592K 1.04% 21
2015
Q3 		$5.89M Buy
81,899
+18,622
+29% +$1.4M 0.93% 26
2015
Q2 		$4.95M Buy
63,277
+1,684
+3% +$136K 0.75% 42
2015
Q1 		$5.05M Buy
61,593
+1,367
+2% +$118K 0.76% 42
2014
Q4 		$5.49M Sell
60,226
-409
-0.7% -$36K 0.83% 37
2014
Q3 		$5.08M Buy
60,635
+17,513
+41% +$1.43M 0.84% 41
2014
Q2 		$3.39M Buy
43,122
+77
+0.2% +$6.21K 0.56% 88
2014
Q1 		$3.47M Buy
43,045
+475
+1% +$37.4K 0.62% 74
2013
Q4 		$3.47M Sell
42,570
-1,004
-2% -$81.8K 0.63% 71
2013
Q3 		$3.29M Sell
43,574
-44,939
-51% -$3.58M 0.67% 64
2013
Q2 		$6.82M Buy
+88,513
New +$6.95M 0.73% 57

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Goelzer Investment Management reduced its Procter & Gamble (PG) stake by 5.8% in Q2 2026, selling an estimated $461K and leaving 51,364 shares worth $7.53M. The position accounts for 0.33% of the portfolio, ranked #58.

Goelzer Investment Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.61M in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Goelzer Investment Management held 51,364 shares of Procter & Gamble worth $7.53M as of Q2 2026.
  • Goelzer Investment Management sold 3,165 Procter & Gamble shares in Q2 2026, an estimated $461K.
  • Procter & Gamble made up 0.33% of Goelzer Investment Management's portfolio in Q2 2026, its #58 holding.
  • Goelzer Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Procter & Gamble position peaked at $9.61M in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.