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Lake Street Private Wealth’s Procter & Gamble PG Stock Holding History

Lake Street Private Wealth’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
Q1 		$401K Sell
2,775
-2,265
-45% -$343K 0.05% 187
2025
Q4 		$722K Sell
5,040
-110
-2% -$16.2K 0.09% 141
2025
Q3 		$791K Buy
5,150
+63
+1% +$9.84K 0.1% 124
2025
Q2 		$811K Buy
5,087
+1,831
+56% +$299K 0.12% 117
2025
Q1 		$555K Buy
3,256
+259
+9% +$43.4K 0.09% 145
2024
Q4 		$502K Sell
2,997
-701
-19% -$119K 0.08% 149
2024
Q3 		$641K Sell
3,698
-6,524
-64% -$1.11M 0.1% 143
2024
Q2 		$1.69M Sell
10,222
-9
-0.1% -$1.47K 0.22% 109
2024
Q1 		$1.66M Sell
10,231
-3,995
-28% -$627K 0.23% 108
2023
Q4 		$2.08M Buy
14,226
+3,400
+31% +$504K 0.33% 83
2023
Q3 		$1.58M Sell
10,826
-241
-2% -$36.8K 0.28% 95
2023
Q2 		$1.68M Sell
11,067
-348
-3% -$52.5K 0.3% 95
2023
Q1 		$1.7M Sell
11,415
-378
-3% -$54K 0.32% 94
2022
Q4 		$1.79M Sell
11,793
-23
-0.2% -$3.22K 0.37% 83
2022
Q3 		$1.49M Sell
11,816
-274
-2% -$38.9K 0.34% 88
2022
Q2 		$1.74M Buy
12,090
+1,559
+15% +$234K 0.37% 79
2022
Q1 		$1.61M Buy
10,531
+321
+3% +$50.2K 0.29% 94
2021
Q4 		$1.67M Buy
10,210
+6,590
+182% +$978K 0.29% 92
2021
Q3 		$506K Buy
3,620
+310
+9% +$43.9K 0.12% 146
2021
Q2 		$448K Sell
3,310
-77
-2% -$10.4K 0.11% 147
2021
Q1 		$459K Buy
3,387
+187
+6% +$24.4K 0.13% 145
2020
Q4 		$445K Buy
3,200
+9
+0.3% +$1.26K 0.13% 137
2020
Q3 		$444K Sell
3,191
-50
-2% -$6.64K 0.15% 118
2020
Q2 		$387K Buy
3,241
+42
+1% +$4.9K 0.14% 119
2020
Q1 		$352K Sell
3,199
-150
-4% -$18K 0.16% 110
2019
Q4 		$418K Buy
3,349
+1,381
+70% +$169K 0.16% 123
2019
Q3 		$245K Buy
+1,968
New +$233K 0.11% 137

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Private Wealth's PG Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Procter & Gamble (PG) stake by 45% in Q1 2026, selling an estimated $343K and leaving 2,775 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #187.

Lake Street Private Wealth first reported a position in PG in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.08M in Q4 2023. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Lake Street Private Wealth held 2,775 shares of Procter & Gamble worth $401K as of Q1 2026.
  • Lake Street Private Wealth sold 2,265 Procter & Gamble shares in Q1 2026, an estimated $343K.
  • Procter & Gamble made up 0.05% of Lake Street Private Wealth's portfolio in Q1 2026, its #187 holding.
  • Lake Street Private Wealth first reported a position in Procter & Gamble in Q3 2019 and has held it in 27 quarters since.
  • Lake Street Private Wealth's Procter & Gamble position peaked at $2.08M in Q4 2023.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.