IAG
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Investmark Advisory Group’s Procter & Gamble PG Stock Holding History

Investmark Advisory Group’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 		$3.92M Buy
26,731
+930
+4% +$135K 1.49% 18
2026
Q1 		$3.73M Buy
25,801
+170
+0.7% +$25.8K 1.59% 18
2025
Q4 		$3.67M Sell
25,631
-7
-0% -$1.03K 1.56% 17
2025
Q3 		$3.94M Buy
25,638
+333
+1% +$52K 1.71% 15
2025
Q2 		$4.03M Sell
25,305
-843
-3% -$138K 1.89% 14
2025
Q1 		$4.46M Sell
26,148
-115
-0.4% -$19.3K 2.2% 12
2024
Q4 		$4.4M Buy
26,263
+26
+0.1% +$4.43K 2.16% 11
2024
Q3 		$4.54M Buy
26,237
+405
+2% +$68.8K 2.21% 11
2024
Q2 		$4.26M Sell
25,832
-222
-0.9% -$36.3K 2.27% 10
2024
Q1 		$4.23M Sell
26,054
-651
-2% -$102K 2.32% 10
2023
Q4 		$3.91M Buy
26,705
+600
+2% +$88.9K 2.3% 10
2023
Q3 		$3.81M Buy
26,105
+90
+0.3% +$13.7K 2.58% 9
2023
Q2 		$3.95M Buy
26,015
+126
+0.5% +$19K 2.63% 8
2023
Q1 		$3.85M Buy
25,889
+1,413
+6% +$202K 2.83% 8
2022
Q4 		$3.71M Buy
24,476
+1,182
+5% +$166K 2.75% 10
2022
Q3 		$2.94M Buy
23,294
+620
+3% +$88.1K 2.64% 12
2022
Q2 		$3.26M Buy
22,674
+541
+2% +$81.3K 3.22% 8
2022
Q1 		$3.38M Buy
22,133
+497
+2% +$77.8K 3.49% 7
2021
Q4 		$3.54M Buy
+21,636
New +$3.21M 3.31% 7

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

Investmark Advisory Group's PG Position: Q2 2026 in Review

Investmark Advisory Group increased its Procter & Gamble (PG) stake by 3.6% in Q2 2026, buying an estimated $135K and bringing the position to 26,731 shares worth $3.92M. The position accounts for 1.49% of the portfolio, ranked #18.

Investmark Advisory Group first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.54M in Q3 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Investmark Advisory Group held 26,731 shares of Procter & Gamble worth $3.92M as of Q2 2026.
  • Investmark Advisory Group bought 930 Procter & Gamble shares in Q2 2026, an estimated $135K.
  • Procter & Gamble made up 1.49% of Investmark Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Investmark Advisory Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Investmark Advisory Group's Procter & Gamble position peaked at $4.54M in Q3 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.