IWM
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Iams Wealth Management’s Procter & Gamble PG Stock Holding History

Iams Wealth 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 		$2.26M Buy
15,388
+1,868
+14% +$272K 0.68% 44
2026
Q1 		$1.95M Sell
13,520
-3,942
-23% -$598K 0.68% 47
2025
Q4 		$2.5M Sell
17,462
-2,396
-12% -$353K 0.9% 29
2025
Q3 		$3.05M Buy
19,858
+2,584
+15% +$404K 1.22% 15
2025
Q2 		$2.75M Sell
17,274
-836
-5% -$136K 1.26% 17
2025
Q1 		$3.09M Buy
18,110
+617
+4% +$103K 1.41% 11
2024
Q4 		$2.93M Buy
17,493
+5,231
+43% +$891K 1.34% 15
2024
Q3 		$2.12M Buy
12,262
+1,094
+10% +$186K 1.04% 22
2024
Q2 		$1.84M Buy
11,168
+301
+3% +$49.2K 1.01% 30
2024
Q1 		$1.74M Buy
10,867
+459
+4% +$72K 1.06% 27
2023
Q4 		$1.53M Sell
10,408
-491
-5% -$72.7K 0.99% 32
2023
Q3 		$1.59M Buy
+10,899
New +$1.66M 1.1% 30
2023
Q2 		– Sell
-9,168
Closed -$1.38M – 203
2023
Q1 		$1.35M Sell
9,168
-4,742
-34% -$678K 1.12% 27
2022
Q4 		$2.11M Buy
+13,910
New +$1.95M 2.15% 8

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

Iams Wealth Management's PG Position: Q2 2026 in Review

Iams Wealth Management increased its Procter & Gamble (PG) stake by 14% in Q2 2026, buying an estimated $272K and bringing the position to 15,388 shares worth $2.26M. The position accounts for 0.68% of the portfolio, ranked #44.

Iams Wealth Management first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Iams Wealth Management held 15,388 shares of Procter & Gamble worth $2.26M as of Q2 2026.
  • Iams Wealth Management bought 1,868 Procter & Gamble shares in Q2 2026, an estimated $272K.
  • Procter & Gamble made up 0.68% of Iams Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Iams Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Procter & Gamble position peaked at $3.09M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.