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Means Investment Company’s Procter & Gamble PG Stock Holding History

Means Investment Company’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 		$3.83M Buy
26,541
+3,829
+17% +$580K 0.33% 40
2025
Q4 		$3.25M Sell
22,712
-4,300
-16% -$634K 0.27% 46
2025
Q3 		$4.15M Sell
27,012
-472
-2% -$73.7K 0.36% 38
2025
Q2 		$4.38M Buy
27,484
+3,739
+16% +$610K 0.41% 37
2025
Q1 		$4.05M Sell
23,745
-1,112
-4% -$186K 0.43% 36
2024
Q4 		$4.17M Sell
24,857
-45
-0.2% -$7.66K 0.43% 41
2024
Q3 		$4.31M Sell
24,902
-36
-0.1% -$6.11K 0.48% 37
2024
Q2 		$4.11M Sell
24,938
-1,153
-4% -$188K 0.49% 35
2024
Q1 		$4.23M Sell
26,091
-700
-3% -$110K 0.55% 34
2023
Q4 		$3.93M Sell
26,791
-149
-0.6% -$22.1K 0.57% 29
2023
Q3 		$3.93M Buy
26,940
+12
+0% +$1.83K 0.64% 27
2023
Q2 		$4.09M Sell
26,928
-28
-0.1% -$4.22K 0.65% 30
2023
Q1 		$4.01M Buy
26,956
+40
+0.1% +$5.72K 0.7% 28
2022
Q4 		$4.08M Buy
26,916
+138
+0.5% +$19.3K 0.82% 28
2022
Q3 		$3.38M Buy
26,778
+91
+0.3% +$12.9K 0.73% 28
2022
Q2 		$3.84M Buy
26,687
+27
+0.1% +$4.06K 0.81% 28
2022
Q1 		$4.07M Buy
26,660
+685
+3% +$107K 0.74% 25
2021
Q4 		$4.25M Buy
25,975
+2
+0% +$297 0.75% 24
2021
Q3 		$3.63M Buy
25,973
+26
+0.1% +$3.69K 0.72% 28
2021
Q2 		$3.5M Buy
25,947
+47
+0.2% +$6.36K 0.7% 28
2021
Q1 		$3.51M Buy
25,900
+12
+0% +$1.57K 0.8% 24
2020
Q4 		$3.32M Buy
25,888
+57
+0.2% +$7.97K 0.76% 24
2020
Q3 		$3.7M Buy
25,831
+2,972
+13% +$395K 1.02% 20
2020
Q2 		$3.04M Buy
22,859
+302
+1% +$35.2K 0.95% 22
2020
Q1 		$2.69M Buy
22,557
+228
+1% +$27.4K 1.04% 25
2019
Q4 		$2.82M Sell
22,329
-175
-0.8% -$21.4K 0.95% 29
2019
Q3 		$2.68M Sell
22,504
-1,205
-5% -$142K 1.01% 26
2019
Q2 		$2.68M Sell
23,709
-159
-0.7% -$16.9K 1.1% 22
2019
Q1 		$2.48M Buy
23,868
+287
+1% +$27.9K 1.09% 26
2018
Q4 		$2.17M Buy
+23,581
New +$2.11M 1.2% 25

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

Means Investment Company's PG Position: Q1 2026 in Review

Means Investment Company increased its Procter & Gamble (PG) stake by 17% in Q1 2026, buying an estimated $580K and bringing the position to 26,541 shares worth $3.83M. The position accounts for 0.33% of the portfolio, ranked #40.

Means Investment Company first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.38M in Q2 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Means Investment Company held 26,541 shares of Procter & Gamble worth $3.83M as of Q1 2026.
  • Means Investment Company bought 3,829 Procter & Gamble shares in Q1 2026, an estimated $580K.
  • Procter & Gamble made up 0.33% of Means Investment Company's portfolio in Q1 2026, its #40 holding.
  • Means Investment Company first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Procter & Gamble position peaked at $4.38M in Q2 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.