MIM
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MTM Investment Management’s Procter & Gamble PG Stock Holding History

MTM Investment Management’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 		$1.01M Buy
6,905
+26
+0.4% +$3.78K 0.29% 85
2026
Q1 		$994K Sell
6,879
-292
-4% -$44.3K 0.31% 85
2025
Q4 		$1.03M Sell
7,171
-86
-1% -$12.7K 0.33% 79
2025
Q3 		$1.12M Sell
7,257
-902
-11% -$141K 0.35% 76
2025
Q2 		$1.3M Sell
8,159
-142
-2% -$23.2K 0.44% 57
2025
Q1 		$1.42M Buy
8,301
+3
+0% +$502 0.55% 47
2024
Q4 		$1.39M Buy
8,298
+13
+0.2% +$2.21K 0.54% 49
2024
Q3 		$1.4M Sell
8,285
-305
-4% -$51.8K 0.54% 50
2024
Q2 		$1.42M Buy
8,590
+24
+0.3% +$3.92K 0.58% 47
2024
Q1 		$1.39M Buy
8,566
+24
+0.3% +$3.76K 0.57% 47
2023
Q4 		$1.25M Sell
8,542
-6
-0.1% -$889 0.57% 54
2023
Q3 		$1.25M Buy
8,548
+391
+5% +$59.7K 0.63% 49
2023
Q2 		$1.24M Buy
8,157
+611
+8% +$92.1K 0.6% 52
2023
Q1 		$1.12M Sell
7,546
-32
-0.4% -$4.57K 0.58% 51
2022
Q4 		$1.15M Hold
7,578
– – 0.6% 50
2022
Q3 		$957K Buy
7,578
+72
+1% +$10.2K 0.54% 57
2022
Q2 		$1.1M Buy
7,506
+218
+3% +$32.8K 0.59% 51
2022
Q1 		$1.11M Hold
7,288
– – 0.54% 57
2021
Q4 		$1.19M Sell
7,288
-65
-0.9% -$9.65K 0.57% 50
2021
Q3 		$1.03M Sell
7,353
-589
-7% -$83.5K 0.56% 54
2021
Q2 		$1.07M Buy
7,942
+1
+0% +$135 0.56% 58
2021
Q1 		$1.07M Sell
7,941
-99
-1% -$12.9K 0.61% 53
2020
Q4 		$1.12M Buy
+8,040
New +$1.12M 0.69% 44

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MTM Investment Management's PG Position: Q2 2026 in Review

MTM Investment Management increased its Procter & Gamble (PG) stake by 0.38% in Q2 2026, buying an estimated $3.78K and bringing the position to 6,905 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #85.

MTM Investment Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q2 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • MTM Investment Management held 6,905 shares of Procter & Gamble worth $1.01M as of Q2 2026.
  • MTM Investment Management bought 26 Procter & Gamble shares in Q2 2026, an estimated $3.78K.
  • Procter & Gamble made up 0.29% of MTM Investment Management's portfolio in Q2 2026, its #85 holding.
  • MTM Investment Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Procter & Gamble position peaked at $1.42M in Q2 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.