Progressive Investment Management’s Procter & Gamble PG Stock Holding History

Progressive 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 Q1	$202K	Buy	+1,401	New	+$212K	0.05%	53
2023 Q2	–	Sell	-1,802	Closed	-$268K	–	58
2023 Q1	$268K	Buy	+1,802	New	+$258K	0.09%	50
2018 Q1	–	Sell	-27,450	Closed	-$2.52M	–	42
2017 Q4	$2.52M	Buy	27,450 +313	+1%	+$28.1K	1.69%	33
2017 Q3	$2.47M	Buy	27,137 +245	+0.9%	+$22.3K	1.86%	31
2017 Q2	$2.34M	Sell	26,892 -198	-0.7%	-$17.5K	1.82%	33
2017 Q1	$2.43M	Buy	27,090 +165	+0.6%	+$14.6K	2.03%	28
2016 Q4	$2.26M	Buy	26,925 +5	+0%	+$426	2.07%	25
2016 Q3	$2.42M	Buy	26,920 +537	+2%	+$46.6K	2.25%	23
2016 Q2	$2.23M	Buy	26,383 +918	+4%	+$75.4K	2.16%	23
2016 Q1	$2.1M	Buy	25,465 +19,613	+335%	+$1.58M	2.13%	24
2015 Q4	$465K	Hold	5,852	–	–	0.5%	48
2015 Q3	$421K	Buy	5,852 +101	+2%	+$7.57K	0.49%	49
2015 Q2	$450K	Buy	5,751 +1,471	+34%	+$118K	0.5%	50
2015 Q1	$350K	Buy	+4,280	New	+$368K	1.21%	40

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

Progressive Investment Management's PG Position: Q1 2026 in Review

Progressive Investment Management opened a new position in Procter & Gamble (PG) in Q1 2026: 1,401 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #53 among its holdings. This is a return to the name: Progressive Investment Management previously reported a position in PG as recently as Q1 2023.

Progressive Investment Management first reported a position in PG in Q1 2015 and has held it in 14 quarters since. The position peaked at $2.52M in Q4 2017. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Progressive Investment Management held 1,401 shares of Procter & Gamble worth $202K as of Q1 2026.
Procter & Gamble was a new Progressive Investment Management position in Q1 2026.
Procter & Gamble made up 0.05% of Progressive Investment Management's portfolio in Q1 2026, its #53 holding.
Progressive Investment Management first reported a position in Procter & Gamble in Q1 2015 and has held it in 14 quarters since.
Progressive Investment Management's Procter & Gamble position peaked at $2.52M in Q4 2017.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.