MBM Wealth Consultants’s Procter & Gamble PG Stock Holding History

MBM Wealth Consultants’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	–	Sell	-38	Closed	-$5.49K	–	295
2026 Q1	$5.49K	Buy	+38	New	+$5.76K	﹤0.01%	262
2019 Q4	–	Sell	-86	Closed	-$11K	–	216
2019 Q3	$11K	Hold	86	–	–	0.01%	164
2019 Q2	$9K	Sell	86 -1	-1%	-$107	0.01%	173
2019 Q1	$9K	Sell	87 -32	-27%	-$3.12K	0.01%	172
2018 Q4	$11K	Buy	+119	New	+$10.6K	0.01%	178

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MBM Wealth Consultants's PG Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 38 shares — an estimated $5.49K sold.

MBM Wealth Consultants first reported a position in PG in Q4 2018 and held it in 5 quarters. The position peaked at $11K in Q3 2019. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

MBM Wealth Consultants reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 38 Procter & Gamble shares in Q2 2026, an estimated $5.49K.
MBM Wealth Consultants first reported a position in Procter & Gamble in Q4 2018 and held it in 5 quarters.
MBM Wealth Consultants's Procter & Gamble position peaked at $11K in Q3 2019.
3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.