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Lakeshore Capital Group’s Procter & Gamble PG Stock Holding History

Lakeshore Capital Group’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 		$1.69M Buy
11,681
+274
+2% +$41.5K 1.38% 23
2025
Q4 		$1.63M Buy
11,407
+467
+4% +$68.9K 1.31% 23
2025
Q3 		$1.68M Buy
10,940
+310
+3% +$48.4K 1.36% 20
2025
Q2 		$1.69M Buy
10,630
+1,486
+16% +$243K 1.5% 19
2025
Q1 		$1.56M Buy
9,144
+419
+5% +$70.2K 1.5% 18
2024
Q4 		$1.46M Buy
+8,725
New +$1.49M 2.21% 12

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

Lakeshore Capital Group's PG Position: Q1 2026 in Review

Lakeshore Capital Group increased its Procter & Gamble (PG) stake by 2.4% in Q1 2026, buying an estimated $41.5K and bringing the position to 11,681 shares worth $1.69M. The position accounts for 1.38% of the portfolio, ranked #23.

Lakeshore Capital Group first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q2 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Lakeshore Capital Group held 11,681 shares of Procter & Gamble worth $1.69M as of Q1 2026.
  • Lakeshore Capital Group bought 274 Procter & Gamble shares in Q1 2026, an estimated $41.5K.
  • Procter & Gamble made up 1.38% of Lakeshore Capital Group's portfolio in Q1 2026, its #23 holding.
  • Lakeshore Capital Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Lakeshore Capital Group's Procter & Gamble position peaked at $1.69M in Q2 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.