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IAM Advisory’s Procter & Gamble PG Stock Holding History

IAM Advisory’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 		$257K Buy
1,750
+84
+5% +$12.2K 0.05% 91
2026
Q1 		$241K Buy
1,666
+21
+1% +$3.18K 0.05% 88
2025
Q4 		$236K Sell
1,645
-53
-3% -$7.82K 0.05% 92
2025
Q3 		$261K Buy
1,698
+9
+0.5% +$1.41K 0.06% 90
2025
Q2 		$269K Buy
1,689
+358
+27% +$58.4K 0.06% 85
2025
Q1 		$227K Sell
1,331
-185
-12% -$31K 0.06% 96
2024
Q4 		$254K Sell
1,516
-13
-0.9% -$2.21K 0.06% 91
2024
Q3 		$265K Sell
1,529
-33
-2% -$5.6K 0.07% 90
2024
Q2 		$258K Sell
1,562
-13
-0.8% -$2.13K 0.07% 89
2024
Q1 		$256K Sell
1,575
-68
-4% -$10.7K 0.07% 88
2023
Q4 		$241K Sell
1,643
-303
-16% -$44.9K 0.08% 86
2023
Q3 		$284K Buy
1,946
+173
+10% +$26.4K 0.1% 76
2023
Q2 		$269K Buy
1,773
+214
+14% +$32.3K 0.09% 76
2023
Q1 		$232K Buy
1,559
+100
+7% +$14.3K 0.08% 82
2022
Q4 		$221K Buy
+1,459
New +$205K 0.08% 80

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

IAM Advisory's PG Position: Q2 2026 in Review

IAM Advisory increased its Procter & Gamble (PG) stake by 5% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,750 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #91.

IAM Advisory first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $284K in Q3 2023. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • IAM Advisory held 1,750 shares of Procter & Gamble worth $257K as of Q2 2026.
  • IAM Advisory bought 84 Procter & Gamble shares in Q2 2026, an estimated $12.2K.
  • Procter & Gamble made up 0.05% of IAM Advisory's portfolio in Q2 2026, its #91 holding.
  • IAM Advisory first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • IAM Advisory's Procter & Gamble position peaked at $284K in Q3 2023.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.