Midwest Financial Group’s Procter & Gamble PG Stock Holding History

Midwest Financial 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	$550K	Buy	3,807 +149	+4%	+$22.6K	0.23%	75
2025 Q4	$524K	Sell	3,658 -143	-4%	-$21.1K	0.23%	72
2025 Q3	$584K	Hold	3,801	–	–	0.28%	63
2025 Q2	$606K	Hold	3,801	–	–	0.32%	63
2025 Q1	$648K	Sell	3,801 -300	-7%	-$50.2K	0.38%	52
2024 Q4	$688K	Sell	4,101 -100	-2%	-$17K	0.39%	55
2024 Q3	$728K	Sell	4,201 -95	-2%	-$16.1K	0.43%	55
2024 Q2	$708K	Sell	4,296 -1,710	-28%	-$280K	0.45%	56
2024 Q1	$974K	Buy	6,006 +36	+0.6%	+$5.65K	0.65%	40
2023 Q4	$875K	Buy	5,970 +307	+5%	+$45.5K	0.65%	44
2023 Q3	$826K	Buy	5,663 +50	+0.9%	+$7.64K	0.7%	44
2023 Q2	$852K	Hold	5,613	–	–	0.72%	39
2023 Q1	$835K	Buy	+5,613	New	+$802K	0.77%	38

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Midwest Financial Group's PG Position: Q1 2026 in Review

Midwest Financial Group increased its Procter & Gamble (PG) stake by 4.1% in Q1 2026, buying an estimated $22.6K and bringing the position to 3,807 shares worth $550K. The position accounts for 0.23% of the portfolio, ranked #75.

Midwest Financial Group first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $974K in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Midwest Financial Group held 3,807 shares of Procter & Gamble worth $550K as of Q1 2026.
Midwest Financial Group bought 149 Procter & Gamble shares in Q1 2026, an estimated $22.6K.
Procter & Gamble made up 0.23% of Midwest Financial Group's portfolio in Q1 2026, its #75 holding.
Midwest Financial Group first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's Procter & Gamble position peaked at $974K in Q1 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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