LWM
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Lakeridge Wealth Management’s Procter & Gamble PG Stock Holding History

Lakeridge Wealth Management’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 		$1.93M Buy
13,172
+39
+0.3% +$5.68K 0.71% 30
2026
Q1 		$1.9M Buy
13,133
+2,557
+24% +$388K 0.82% 28
2025
Q4 		$1.52M Sell
10,576
-440
-4% -$64.9K 0.69% 34
2025
Q3 		$1.69M Sell
11,016
-27
-0.2% -$4.22K 0.75% 28
2025
Q2 		$1.76M Buy
11,043
+52
+0.5% +$8.49K 0.81% 25
2025
Q1 		$1.87M Buy
10,991
+184
+2% +$30.8K 0.94% 23
2024
Q4 		$1.81M Buy
10,807
+60
+0.6% +$10.2K 0.94% 21
2024
Q3 		$1.86M Sell
10,747
-110
-1% -$18.7K 1.02% 23
2024
Q2 		$1.79M Buy
10,857
+86
+0.8% +$14.1K 1.08% 22
2024
Q1 		$1.75M Buy
10,771
+55
+0.5% +$8.63K 1.13% 20
2023
Q4 		$1.57M Buy
+10,716
New +$1.59M 1.14% 19

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

Lakeridge Wealth Management's PG Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Procter & Gamble (PG) stake by 0.3% in Q2 2026, buying an estimated $5.68K and bringing the position to 13,172 shares worth $1.93M. The position accounts for 0.71% of the portfolio, ranked #30.

Lakeridge Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lakeridge Wealth Management held 13,172 shares of Procter & Gamble worth $1.93M as of Q2 2026.
  • Lakeridge Wealth Management bought 39 Procter & Gamble shares in Q2 2026, an estimated $5.68K.
  • Procter & Gamble made up 0.71% of Lakeridge Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Lakeridge Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.