SIM
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Sims Investment Management’s Procter & Gamble PG Stock Holding History

Sims 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 		$192K Buy
+1,306
New +$190K 0.06% 42
2025
Q4 		– Sell
-1,465
Closed -$225K – 45
2025
Q3 		$225K Sell
1,465
-89
-6% -$13.9K 0.08% 42
2025
Q2 		$248K Sell
1,554
-78
-5% -$12.7K 0.1% 42
2025
Q1 		$278K Buy
1,632
+965
+145% +$162K 0.12% 39
2024
Q4 		$112K Buy
+667
New +$114K 0.06% 36

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

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

Sims Investment Management opened a new position in Procter & Gamble (PG) in Q2 2026: 1,306 shares worth $192K. The stake represents 0.06% of the portfolio and ranks #42 among its holdings. This is a return to the name: Sims Investment Management previously reported a position in PG as recently as Q3 2025.

Sims Investment Management first reported a position in PG in Q4 2024 and has held it in 5 quarters since. The position peaked at $278K in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sims Investment Management held 1,306 shares of Procter & Gamble worth $192K as of Q2 2026.
  • Procter & Gamble was a new Sims Investment Management position in Q2 2026.
  • Procter & Gamble made up 0.06% of Sims Investment Management's portfolio in Q2 2026, its #42 holding.
  • Sims Investment Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 5 quarters since.
  • Sims Investment Management's Procter & Gamble position peaked at $278K in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.