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Inman Jager Wealth Management’s Procter & Gamble PG Stock Holding History

Inman Jager 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 		$1.93M Buy
13,176
+1,125
+9% +$164K 1.03% 34
2026
Q1 		$1.74M Buy
12,051
+921
+8% +$140K 1.02% 34
2025
Q4 		$1.6M Buy
11,130
+1,070
+11% +$158K 0.98% 34
2025
Q3 		$1.55M Sell
10,060
-1
-0% -$156 0.99% 31
2025
Q2 		$1.6M Buy
10,061
+378
+4% +$61.7K 1.08% 30
2025
Q1 		$1.65M Buy
9,683
+1
+0% +$167 1.24% 23
2024
Q4 		$1.62M Buy
+9,682
New +$1.65M 1.27% 20

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

Inman Jager Wealth Management's PG Position: Q2 2026 in Review

Inman Jager Wealth Management increased its Procter & Gamble (PG) stake by 9.3% in Q2 2026, buying an estimated $164K and bringing the position to 13,176 shares worth $1.93M. The position accounts for 1.03% of the portfolio, ranked #34.

Inman Jager Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Inman Jager Wealth Management held 13,176 shares of Procter & Gamble worth $1.93M as of Q2 2026.
  • Inman Jager Wealth Management bought 1,125 Procter & Gamble shares in Q2 2026, an estimated $164K.
  • Procter & Gamble made up 1.03% of Inman Jager Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Inman Jager Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Inman Jager Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.