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

MTM 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 Q2	$402K	Sell	2,741 -31	-1%	-$4.51K	0.17%	64
2026 Q1	$400K	Sell	2,772 -49	-2%	-$7.43K	0.19%	62
2025 Q4	$404K	Hold	2,821	–	–	0.19%	60
2025 Q3	$433K	Sell	2,821 -728	-21%	-$114K	0.21%	57
2025 Q2	$565K	Sell	3,549 -201	-5%	-$32.8K	0.31%	49
2025 Q1	$639K	Buy	3,750 +1	+0%	+$167	0.37%	45
2024 Q4	$629K	Hold	3,749	–	–	0.38%	42
2024 Q3	$649K	Sell	3,749 -400	-10%	-$67.9K	0.4%	40
2024 Q2	$684K	Sell	4,149 -105	-2%	-$17.2K	0.44%	37
2024 Q1	$690K	Hold	4,254	–	–	0.46%	36
2023 Q4	$623K	Sell	4,254 -91	-2%	-$13.5K	0.46%	31
2023 Q3	$634K	Sell	4,345 -94	-2%	-$14.4K	0.53%	28
2023 Q2	$674K	Hold	4,439	–	–	0.57%	26
2023 Q1	$660K	Hold	4,439	–	–	0.58%	25
2022 Q4	$673K	Hold	4,439	–	–	0.59%	27
2022 Q3	$560K	Hold	4,439	–	–	0.51%	28
2022 Q2	$638K	Hold	4,439	–	–	0.56%	29
2022 Q1	$678K	Buy	+4,439	New	+$694K	0.71%	26

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

MTM Financial Group's PG Position: Q2 2026 in Review

MTM Financial Group reduced its Procter & Gamble (PG) stake by 1.1% in Q2 2026, selling an estimated $4.51K and leaving 2,741 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #64.

MTM Financial Group first reported a position in PG in Q1 2022 and has held it in 18 quarters since. The position peaked at $690K in Q1 2024. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

MTM Financial Group held 2,741 shares of Procter & Gamble worth $402K as of Q2 2026.
MTM Financial Group sold 31 Procter & Gamble shares in Q2 2026, an estimated $4.51K.
Procter & Gamble made up 0.17% of MTM Financial Group's portfolio in Q2 2026, its #64 holding.
MTM Financial Group first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
MTM Financial Group's Procter & Gamble position peaked at $690K in Q1 2024.
3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.