Guardian Investment Management’s Procter & Gamble PG Stock Holding History

Guardian 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	$1.27M	Sell	8,685 -1,700	-16%	-$247K	0.82%	31
2026 Q1	$1.5M	Sell	10,385 -2,000	-16%	-$303K	1.18%	23
2025 Q4	$1.77M	Hold	12,385	–	–	1.38%	18
2025 Q3	$1.9M	Buy	12,385 +1,975	+19%	+$308K	1.62%	16
2025 Q2	$1.66M	Sell	10,410 -4,500	-30%	-$734K	1.67%	16
2025 Q1	$2.54M	Sell	14,910 -2,225	-13%	-$373K	2.14%	13
2024 Q4	$2.87M	Sell	17,135 -820	-5%	-$140K	2.05%	12
2024 Q3	$3.11M	Sell	17,955 -50	-0.3%	-$8.49K	2.68%	10
2024 Q2	$2.97M	Sell	18,005 -350	-2%	-$57.2K	2.12%	17
2024 Q1	$2.98M	Hold	18,355	–	–	2.39%	13
2023 Q4	$2.69M	Buy	18,355 +20	+0.1%	+$2.96K	2.27%	14
2023 Q3	$2.68M	Hold	18,335	–	–	2.43%	13
2023 Q2	$2.78M	Sell	18,335 -4,589	-20%	-$692K	2.37%	13
2023 Q1	$3.1M	Buy	22,924 +3,662	+19%	+$523K	2.33%	14
2022 Q4	$2.92M	Hold	19,262	–	–	2.76%	11
2022 Q3	$2.43M	Sell	19,262 -200	-1%	-$28.4K	2.46%	15
2022 Q2	$2.8M	Hold	19,462	–	–	2.43%	14
2022 Q1	$2.97M	Hold	19,462	–	–	2.31%	15
2021 Q4	$3.18M	Sell	19,462 -300	-2%	-$44.5K	2.21%	14
2021 Q3	$2.76M	Sell	19,762 -3,212	-14%	-$455K	2.04%	19
2021 Q2	$3.1M	Buy	22,974 +50	+0.2%	+$6.76K	2.12%	21
2021 Q1	$3.1M	Sell	22,924 -174	-0.8%	-$22.7K	2.2%	16
2020 Q4	$3.21M	Sell	23,098 -1,067	-4%	-$149K	2.44%	10
2020 Q3	$3.36M	Sell	24,165 -1,008	-4%	-$134K	2.93%	9
2020 Q2	$3.01M	Buy	25,173 +2,364	+10%	+$276K	2.73%	8
2020 Q1	$2.51M	Sell	22,809 -695	-3%	-$83.4K	2.57%	12
2019 Q4	$2.94M	Buy	23,504 +6	+0%	+$734	2.33%	14
2019 Q3	$2.92M	Sell	23,498 -94	-0.4%	-$11.1K	2.6%	12
2019 Q2	$2.59M	Sell	23,592 -1,243	-5%	-$132K	2.25%	13
2019 Q1	$2.58M	Sell	24,835 -2,360	-9%	-$230K	2.24%	15
2018 Q4	$2.5M	Buy	27,195 +174	+0.6%	+$15.6K	2.31%	17
2018 Q3	$2.25M	Sell	27,021 -1,092	-4%	-$89.3K	1.98%	19
2018 Q2	$2.19M	Buy	28,113 +2,021	+8%	+$152K	2.1%	18
2018 Q1	$2.07M	Sell	26,092 -2,942	-10%	-$245K	2.2%	20
2017 Q4	$2.67M	Sell	29,034 -193	-0.7%	-$17.4K	2.81%	13
2017 Q3	$2.66M	Sell	29,227 -494	-2%	-$45K	2.94%	14
2017 Q2	$2.59M	Sell	29,721 -293	-1%	-$25.8K	2.86%	13
2017 Q1	$2.7M	Sell	30,014 -893	-3%	-$79.2K	2.93%	12
2016 Q4	$2.6M	Buy	30,907 +927	+3%	+$79K	3%	11
2016 Q3	$2.54M	Hold	29,980	–	–	2.82%	11
2016 Q2	$2.54M	Sell	29,980 -2,998	-9%	-$246K	2.82%	11
2016 Q1	$2.67M	Sell	32,978 -1,318	-4%	-$106K	3.06%	9
2015 Q4	$2.72M	Sell	34,296 -1,393	-4%	-$106K	2.92%	10
2015 Q3	$2.57M	Buy	35,689 +689	+2%	+$51.7K	2.85%	12
2015 Q2	$2.79M	Sell	35,000 -1,000	-3%	-$80.5K	3.12%	10
2015 Q1	$2.94M	Buy	36,000 +3,000	+9%	+$258K	3.27%	10
2014 Q4	$3.01M	Hold	33,000	–	–	3.17%	10
2014 Q3	$2.82M	Hold	33,000	–	–	3.27%	6
2014 Q2	$2.59M	Hold	33,000	–	–	2.83%	9
2014 Q1	$2.82M	Hold	33,000	–	–	3.27%	6
2013 Q4	$2.71M	Buy	33,000 +3,000	+10%	+$244K	3%	8
2013 Q3	$2.27M	Hold	30,000	–	–	3.08%	8
2013 Q2	$2.32M	Buy	+30,000	New	+$2.35M	3.35%	5

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.8B AUM 15.37% 1-Year Est. Return

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

Guardian Investment Management reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $247K and leaving 8,685 shares worth $1.27M. The position accounts for 0.82% of the portfolio, ranked #31.

Guardian Investment Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.36M in Q3 2020. 1,689 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Guardian Investment Management held 8,685 shares of Procter & Gamble worth $1.27M as of Q2 2026.
Guardian Investment Management sold 1,700 Procter & Gamble shares in Q2 2026, an estimated $247K.
Procter & Gamble made up 0.82% of Guardian Investment Management's portfolio in Q2 2026, its #31 holding.
Guardian Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
Guardian Investment Management's Procter & Gamble position peaked at $3.36M in Q3 2020.
1,689 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.