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

IMG 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
Q1 		$93.3K Sell
646
-192
-23% -$29.1K 0.06% 145
2025
Q4 		$120K Buy
838
+116
+16% +$17.1K 0.08% 120
2025
Q3 		$111K Hold
722
– – 0.08% 117
2025
Q2 		$115K Buy
722
+213
+42% +$34.8K 0.09% 110
2025
Q1 		$86.7K Hold
509
– – 0.08% 114
2024
Q4 		$85.3K Buy
+509
New +$86.7K 0.08% 111

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

IMG Wealth Management's PG Position: Q1 2026 in Review

IMG Wealth Management reduced its Procter & Gamble (PG) stake by 23% in Q1 2026, selling an estimated $29.1K and leaving 646 shares worth $93.3K. The position accounts for 0.06% of the portfolio, ranked #145.

IMG Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $120K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • IMG Wealth Management held 646 shares of Procter & Gamble worth $93.3K as of Q1 2026.
  • IMG Wealth Management sold 192 Procter & Gamble shares in Q1 2026, an estimated $29.1K.
  • Procter & Gamble made up 0.06% of IMG Wealth Management's portfolio in Q1 2026, its #145 holding.
  • IMG Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Procter & Gamble position peaked at $120K in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.