Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
PG holding history
Procter & Gamble Co in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PG overviewAll 13F holders of PGFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,562
- Value
- $815.6K
- % of portfolio
- 1.2%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,562 | $815.6K | 1.2% | −33−0.6% | Reduced | Holders |
| Q1 2026 | 5,595 | $808.1K | 1.0% | −881−13.6% | Reduced | Holders |
| Q4 2025 | 6,476 | $928.1K | 1.0% | +1,195+22.6% | Added | Holders |
| Q3 2025 | 5,281 | $811.4K | 0.6% | −273−4.9% | Reduced | Holders |
| Q2 2025 | 5,554 | $884.9K | 0.8% | −25−0.4% | Reduced | Holders |
| Q1 2025 | 5,579 | $950.8K | 0.8% | −1,003−15.2% | Reduced | Holders |
| Q4 2024 | 6,582 | $1.10M | 1.2% | −87−1.3% | Reduced | Holders |
| Q3 2024 | 6,669 | $1.16M | 1.3% | +29+0.4% | Added | Holders |
| Q2 2024 | 6,640 | $1.10M | 1.3% | −823−11.0% | Reduced | Holders |
| Q1 2024 | 7,463 | $1.21M | 1.0% | −32−0.4% | Reduced | Holders |
| Q4 2023 | 7,495 | $1.10M | 1.0% | −30−0.4% | Reduced | Holders |
| Q3 2023 | 7,525 | $1.10M | 1.0% | +590+8.5% | Added | Holders |
| Q2 2023 | 6,935 | $1.05M | 0.9% | +262+3.9% | Added | Holders |
| Q1 2023 | 6,673 | $992.2K | 1.0% | −965−12.6% | Reduced | Holders |
| Q4 2022 | 7,638 | $1.16M | 1.2% | −1,161−13.2% | Reduced | Holders |
| Q3 2022 | 8,799 | $1.11M | 1.1% | +8,512+2,965.9% | Added | Holders |
| Q2 2022 | 287 | $41.0K | <0.1% | – | No prior filing | Holders |