MFF
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Michels Family Financial’s Procter & Gamble PG Stock Holding History

Michels Family Financial’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 		$274K Sell
1,895
-45
-2% -$6.82K 0.2% 116
2025
Q4 		$278K Sell
1,940
-21
-1% -$3.1K 0.2% 117
2025
Q3 		$301K Sell
1,961
-174
-8% -$27.2K 0.23% 112
2025
Q2 		$340K Sell
2,135
-77
-3% -$12.6K 0.29% 95
2025
Q1 		$377K Buy
2,212
+68
+3% +$11.4K 0.34% 95
2024
Q4 		$359K Buy
+2,144
New +$365K 0.33% 98

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

Michels Family Financial's PG Position: Q1 2026 in Review

Michels Family Financial reduced its Procter & Gamble (PG) stake by 2.3% in Q1 2026, selling an estimated $6.82K and leaving 1,895 shares worth $274K. The position accounts for 0.2% of the portfolio, ranked #116.

Michels Family Financial first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $377K in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Michels Family Financial held 1,895 shares of Procter & Gamble worth $274K as of Q1 2026.
  • Michels Family Financial sold 45 Procter & Gamble shares in Q1 2026, an estimated $6.82K.
  • Procter & Gamble made up 0.2% of Michels Family Financial's portfolio in Q1 2026, its #116 holding.
  • Michels Family Financial first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Procter & Gamble position peaked at $377K in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.