WealthTrust Axiom’s Procter & Gamble PG Stock Holding History

WealthTrust Axiom’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	$980K	Sell	6,686 -322	-5%	-$46.9K	0.22%	96
2026 Q1	$1.01M	Buy	7,008 +2	+0%	+$303	0.25%	87
2025 Q4	$1M	Sell	7,006 -24	-0.3%	-$3.54K	0.26%	79
2025 Q3	$1.08M	Buy	7,030 +464	+7%	+$72.5K	0.29%	74
2025 Q2	$1.05M	Sell	6,566 -324	-5%	-$52.9K	0.31%	73
2025 Q1	$1.17M	Buy	6,890 +244	+4%	+$40.9K	0.36%	60
2024 Q4	$1.11M	Buy	6,646 +35	+0.5%	+$5.96K	0.33%	67
2024 Q3	$1.15M	Buy	6,611 +45	+0.7%	+$7.64K	0.34%	69
2024 Q2	$1.08M	Hold	6,566	–	–	0.36%	66
2024 Q1	$1.07M	Sell	6,566 -31	-0.5%	-$4.86K	0.34%	69
2023 Q4	$967K	Buy	6,597 +31	+0.5%	+$4.59K	0.32%	69
2023 Q3	$958K	Sell	6,566 -1,066	-14%	-$163K	0.34%	63
2023 Q2	$1.16M	Hold	7,632	–	–	0.38%	57
2023 Q1	$1.13M	Buy	7,632 +186	+2%	+$26.6K	0.39%	60
2022 Q4	$1.13M	Hold	7,446	–	–	0.39%	62
2022 Q3	$940K	Hold	7,446	–	–	0.36%	68
2022 Q2	$1.07M	Hold	7,446	–	–	0.38%	67
2022 Q1	$1.14M	Hold	7,446	–	–	0.36%	71
2021 Q4	$1.22M	Hold	7,446	–	–	0.39%	61
2021 Q3	$1.04M	Buy	7,446 +46	+0.6%	+$6.52K	0.35%	69
2021 Q2	$998K	Buy	7,400 +250	+3%	+$33.8K	0.32%	72
2021 Q1	$968K	Buy	7,150 +46	+0.6%	+$6K	0.33%	72
2020 Q4	$988K	Hold	7,104	–	–	0.36%	69
2020 Q3	$987K	Sell	7,104 -25	-0.4%	-$3.32K	0.43%	58
2020 Q2	$852K	Sell	7,129 -1,183	-14%	-$138K	0.38%	63
2020 Q1	$914K	Sell	8,312 -114	-1%	-$13.7K	0.45%	56
2019 Q4	$1.05M	Sell	8,426 -1,000	-11%	-$122K	0.35%	70
2019 Q3	$1.17M	Hold	9,426	–	–	0.41%	65
2019 Q2	$1.03M	Sell	9,426 -78	-0.8%	-$8.31K	0.36%	73
2019 Q1	$988K	Hold	9,504	–	–	0.35%	69
2018 Q4	$873K	Hold	9,504	–	–	0.36%	73
2018 Q3	$791K	Sell	9,504 -345	-4%	-$28.2K	0.27%	89
2018 Q2	$768K	Sell	9,849 -200	-2%	-$15.1K	0.27%	84
2018 Q1	$796K	Hold	10,049	–	–	0.29%	80
2017 Q4	$923K	Hold	10,049	–	–	0.34%	71
2017 Q3	$914K	Hold	10,049	–	–	0.35%	72
2017 Q2	$875K	Hold	10,049	–	–	0.33%	78
2017 Q1	$902K	Sell	10,049 -748	-7%	-$66.3K	0.33%	78
2016 Q4	$907K	Buy	10,797 +901	+9%	+$76.8K	0.33%	81
2016 Q3	$888K	Sell	9,896 -151	-2%	-$13.1K	0.33%	81
2016 Q2	$850K	Buy	10,047 +2	+0%	+$164	0.33%	79
2016 Q1	$826K	Buy	10,045 +2	+0%	+$161	0.33%	76
2015 Q4	$797K	Buy	10,043 +2	+0%	+$153	0.32%	78
2015 Q3	$722K	Buy	10,041 +501	+5%	+$37.6K	0.3%	81
2015 Q2	$746K	Sell	9,540 -172	-2%	-$13.8K	0.28%	83
2015 Q1	$795K	Buy	9,712 +2	+0%	+$172	0.28%	81
2014 Q4	$884K	Buy	9,710 +1	+0%	+$88	0.31%	73
2014 Q3	$813K	Buy	9,709 +2	+0%	+$164	0.29%	80
2014 Q2	$762K	Sell	9,707 -179	-2%	-$14.4K	0.26%	83
2014 Q1	$796K	Buy	9,886 +152	+2%	+$12K	0.29%	74
2013 Q4	$792K	Buy	9,734 +654	+7%	+$53.3K	0.3%	72
2013 Q3	$686K	Sell	9,080 -179	-2%	-$14.2K	0.28%	76
2013 Q2	$712K	Buy	+9,259	New	+$727K	0.31%	69

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

WealthTrust Axiom's PG Position: Q2 2026 in Review

WealthTrust Axiom reduced its Procter & Gamble (PG) stake by 4.6% in Q2 2026, selling an estimated $46.9K and leaving 6,686 shares worth $980K. The position accounts for 0.22% of the portfolio, ranked #96.

WealthTrust Axiom first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.22M in Q4 2021. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

WealthTrust Axiom held 6,686 shares of Procter & Gamble worth $980K as of Q2 2026.
WealthTrust Axiom sold 322 Procter & Gamble shares in Q2 2026, an estimated $46.9K.
Procter & Gamble made up 0.22% of WealthTrust Axiom's portfolio in Q2 2026, its #96 holding.
WealthTrust Axiom first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
WealthTrust Axiom's Procter & Gamble position peaked at $1.22M in Q4 2021.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.