Position in PG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,079,123
+$70,932 QoQ
Shares Held
7,359
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,201
of 3,996 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $1,462,162 across 2 Household & Personal Products names. PG ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
7,359 | $1,079,123 | |
| 2 | CL |
Colgate Palmolive Co
|
4,178 | $383,039 |
All Filings in PG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,123 | 7,359 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,008,191 | 6,980 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $992,708 | 6,927 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,061,875 | 6,911 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,049,281 | 6,586 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $955,374 | 5,606 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $840,932 | 5,016 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $844,523 | 4,876 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $748,571 | 4,539 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $722,337 | 4,452 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $678,626 | 4,631 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $687,875 | 4,716 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $756,272 | 4,984 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $755,642 | 5,082 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $700,510 | 4,622 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $721,771 | 5,717 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $581,055 | 4,041 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||