IAG
PG icon

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
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 $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

Investmark Advisory Group's PG Position: Q1 2026 in Review

Investmark Advisory Group increased its Procter & Gamble (PG) stake by 0.66% in Q1 2026, buying an estimated $25.8K and bringing the position to 25,801 shares worth $3.73M. The position accounts for 1.59% of the portfolio, ranked #18.

Investmark Advisory Group first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.54M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Investmark Advisory Group held 25,801 shares of Procter & Gamble worth $3.73M as of Q1 2026.
  • Investmark Advisory Group bought 170 Procter & Gamble shares in Q1 2026, an estimated $25.8K.
  • Procter & Gamble made up 1.59% of Investmark Advisory Group's portfolio in Q1 2026, its #18 holding.
  • Investmark Advisory Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's Procter & Gamble position peaked at $4.54M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.