HIA
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HFM Investment Advisors’s Procter & Gamble PG Stock Holding History

HFM Investment 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
Q1 		$162K Buy
1,120
+3
+0.3% +$455 0.06% 27
2025
Q4 		$160K Buy
1,117
+26
+2% +$3.83K 0.06% 27
2025
Q3 		$168K Sell
1,091
-2
-0.2% -$312 0.07% 24
2025
Q2 		$174K Buy
1,093
+25
+2% +$4.08K 0.08% 24
2025
Q1 		$182K Buy
+1,068
New +$179K 0.09% 21

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HFM Investment Advisors's PG Position: Q1 2026 in Review

HFM Investment Advisors increased its Procter & Gamble (PG) stake by 0.27% in Q1 2026, buying an estimated $455 and bringing the position to 1,120 shares worth $162K. The position accounts for 0.06% of the portfolio, ranked #27.

HFM Investment Advisors first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $182K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • HFM Investment Advisors held 1,120 shares of Procter & Gamble worth $162K as of Q1 2026.
  • HFM Investment Advisors bought 3 Procter & Gamble shares in Q1 2026, an estimated $455.
  • Procter & Gamble made up 0.06% of HFM Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • HFM Investment Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Procter & Gamble position peaked at $182K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.