IFWM
PG icon

Institute for Wealth Management’s Procter & Gamble PG Stock Holding History

Institute for 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 		$1.06M Buy
7,323
+121
+2% +$18.3K 0.11% 189
2025
Q4 		$1.03M Buy
7,202
+3
+0% +$442 0.11% 188
2025
Q3 		$1.11M Buy
7,199
+29
+0.4% +$4.53K 0.12% 181
2025
Q2 		$1.14M Sell
7,170
-78
-1% -$12.7K 0.13% 169
2025
Q1 		$1.24M Sell
7,248
-25
-0.3% -$4.19K 0.16% 143
2024
Q4 		$1.22M Hold
7,273
– – 0.15% 141
2024
Q3 		$1.26M Sell
7,273
-43
-0.6% -$7.3K 0.16% 145
2024
Q2 		$1.21M Buy
7,316
+95
+1% +$15.5K 0.16% 137
2024
Q1 		$1.17M Buy
7,221
+891
+14% +$140K 0.15% 143
2023
Q4 		$928K Sell
6,330
-24
-0.4% -$3.56K 0.15% 162
2023
Q3 		$927K Hold
6,354
– – 0.17% 152
2023
Q2 		$964K Sell
6,354
-16
-0.3% -$2.41K 0.16% 158
2023
Q1 		$947K Sell
6,370
-300
-4% -$42.9K 0.18% 148
2022
Q4 		$1.01M Sell
6,670
-438
-6% -$61.4K 0.21% 132
2022
Q3 		$897K Hold
7,108
– – 0.2% 136
2022
Q2 		$1.02M Hold
7,108
– – 0.2% 126
2022
Q1 		$1.09M Sell
7,108
-142
-2% -$22.2K 0.18% 148
2021
Q4 		$1.19M Buy
7,250
+17
+0.2% +$2.52K 0.19% 134
2021
Q3 		$1.01M Sell
7,233
-63
-0.9% -$8.93K 0.18% 146
2021
Q2 		$985K Sell
7,296
-46
-0.6% -$6.22K 0.17% 153
2021
Q1 		$994K Sell
7,342
-118
-2% -$15.4K 0.19% 145
2020
Q4 		$1.04M Sell
7,460
-462
-6% -$64.6K 0.21% 120
2020
Q3 		$1.1M Buy
7,922
+62
+0.8% +$8.23K 0.25% 104
2020
Q2 		$940K Buy
7,860
+608
+8% +$70.9K 0.23% 113
2020
Q1 		$798K Buy
7,252
+32
+0.4% +$3.84K 0.25% 111
2019
Q4 		$902K Sell
7,220
-200
-3% -$24.5K 0.2% 142
2019
Q3 		$923K Sell
7,420
-7,905
-52% -$934K 0.23% 127
2019
Q2 		$1.68M Sell
15,325
-794
-5% -$84.6K 0.37% 62
2019
Q1 		$1.68M Buy
+16,119
New +$1.57M 0.36% 58
2018
Q4 		– Sell
-18,292
Closed -$1.51M – 322
2018
Q3 		$1.51M Sell
18,292
-1,050
-5% -$85.9K 0.51% 59
2018
Q2 		$1.51M Buy
19,342
+673
+4% +$50.6K 0.48% 66
2018
Q1 		$1.35M Buy
18,669
+5,335
+40% +$445K 0.4% 80
2017
Q4 		$1.23M Sell
13,334
-6,542
-33% -$588K 0.28% 112
2017
Q3 		$1.8M Buy
19,876
+314
+2% +$28.6K 0.59% 48
2017
Q2 		$1.7M Buy
+19,562
New +$1.72M 0.47% 48
2013
Q3 		– Sell
-794
Closed -$61K – 103
2013
Q2 		$61K Buy
+794
New +$62.3K 0.05% 52

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

Institute for Wealth Management's PG Position: Q1 2026 in Review

Institute for Wealth Management increased its Procter & Gamble (PG) stake by 1.7% in Q1 2026, buying an estimated $18.3K and bringing the position to 7,323 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #189.

Institute for Wealth Management first reported a position in PG in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.8M in Q3 2017. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Institute for Wealth Management held 7,323 shares of Procter & Gamble worth $1.06M as of Q1 2026.
  • Institute for Wealth Management bought 121 Procter & Gamble shares in Q1 2026, an estimated $18.3K.
  • Procter & Gamble made up 0.11% of Institute for Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Institute for Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 36 quarters since.
  • Institute for Wealth Management's Procter & Gamble position peaked at $1.8M in Q3 2017.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.