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

Investment 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 		$2.8M Sell
19,399
-299
-2% -$45.3K 0.71% 36
2025
Q4 		$2.82M Sell
19,698
-903
-4% -$133K 0.73% 35
2025
Q3 		$3.17M Sell
20,601
-210
-1% -$32.8K 0.86% 30
2025
Q2 		$3.32M Buy
20,811
+285
+1% +$46.5K 1% 24
2025
Q1 		$3.5M Sell
20,526
-572
-3% -$95.8K 1.17% 21
2024
Q4 		$3.54M Sell
21,098
-168
-0.8% -$28.6K 1.18% 21
2024
Q3 		$3.68M Sell
21,266
-562
-3% -$95.4K 1.28% 20
2024
Q2 		$3.6M Sell
21,828
-28
-0.1% -$4.58K 1.39% 20
2024
Q1 		$3.55M Sell
21,856
-328
-1% -$51.4K 1.47% 20
2023
Q4 		$3.25M Sell
22,184
-335
-1% -$49.6K 1.49% 19
2023
Q3 		$3.28M Sell
22,519
-720
-3% -$110K 1.71% 16
2023
Q2 		$3.53M Buy
23,239
+74
+0.3% +$11.2K 1.81% 16
2023
Q1 		$3.44M Buy
23,165
+643
+3% +$91.9K 1.98% 13
2022
Q4 		$3.41M Buy
22,522
+2,253
+11% +$316K 2.09% 13
2022
Q3 		$2.56M Buy
20,269
+54
+0.3% +$7.67K 1.78% 15
2022
Q2 		$2.9M Sell
20,215
-200
-1% -$30.1K 1.98% 14
2022
Q1 		$3.12M Buy
20,415
+17
+0.1% +$2.66K 1.89% 15
2021
Q4 		$3.21M Buy
+20,398
New +$3.03M 2.05% 14

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

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

Investment Advisory Group reduced its Procter & Gamble (PG) stake by 1.5% in Q1 2026, selling an estimated $45.3K and leaving 19,399 shares worth $2.8M. The position accounts for 0.71% of the portfolio, ranked #36.

Investment Advisory Group first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.68M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Investment Advisory Group held 19,399 shares of Procter & Gamble worth $2.8M as of Q1 2026.
  • Investment Advisory Group sold 299 Procter & Gamble shares in Q1 2026, an estimated $45.3K.
  • Procter & Gamble made up 0.71% of Investment Advisory Group's portfolio in Q1 2026, its #36 holding.
  • Investment Advisory Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's Procter & Gamble position peaked at $3.68M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.