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Sweeney & Michel’s Procter & Gamble PG Stock Holding History

Sweeney & Michel’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 		$726K Buy
4,981
+102
+2% +$14.8K 0.19% 73
2026
Q1 		$701K Sell
4,879
-28
-0.6% -$4.25K 0.21% 72
2025
Q4 		$785K Buy
4,907
+23
+0.5% +$3.39K 0.23% 69
2025
Q3 		$731K Sell
4,884
-101
-2% -$15.8K 0.25% 67
2025
Q2 		$783K Sell
4,985
-314
-6% -$51.3K 0.28% 62
2025
Q1 		$839K Buy
+5,299
New +$888K 0.37% 48
2024
Q3 		$889K Buy
5,193
+16
+0.3% +$2.72K 0.35% 53
2024
Q2 		$858K Buy
5,177
+1
+0% +$163 0.37% 46
2024
Q1 		$858K Buy
+5,176
New +$812K 0.38% 45
2023
Q3 		$907K Sell
6,049
-182
-3% -$27.8K 0.48% 37
2023
Q2 		$979K Sell
6,231
-125
-2% -$18.8K 0.5% 36
2023
Q1 		$918K Buy
+6,356
New +$909K 0.49% 37

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

Sweeney & Michel's PG Position: Q2 2026 in Review

Sweeney & Michel increased its Procter & Gamble (PG) stake by 2.1% in Q2 2026, buying an estimated $14.8K and bringing the position to 4,981 shares worth $726K. The position accounts for 0.19% of the portfolio, ranked #73.

Sweeney & Michel first reported a position in PG in Q1 2023 and has held it in 12 quarters since. The position peaked at $979K in Q2 2023. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sweeney & Michel held 4,981 shares of Procter & Gamble worth $726K as of Q2 2026.
  • Sweeney & Michel bought 102 Procter & Gamble shares in Q2 2026, an estimated $14.8K.
  • Procter & Gamble made up 0.19% of Sweeney & Michel's portfolio in Q2 2026, its #73 holding.
  • Sweeney & Michel first reported a position in Procter & Gamble in Q1 2023 and has held it in 12 quarters since.
  • Sweeney & Michel's Procter & Gamble position peaked at $979K in Q2 2023.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.