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Lane & Associates’s Procter & Gamble PG Stock Holding History

Lane & Associates’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
2025
Q1 		$2.92M Buy
17,107
+3,395
+25% +$569K 1.57% 17
2024
Q4 		$2.28M Sell
13,712
-387
-3% -$65.9K 1.18% 23
2024
Q3 		$2.44M Buy
14,099
+454
+3% +$77.1K 1.33% 20
2024
Q2 		$2.25M Buy
+13,645
New +$2.23M 1.33% 21

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lane & Associates's PG Position: Q1 2025 in Review

Lane & Associates increased its Procter & Gamble (PG) stake by 25% in Q1 2025, buying an estimated $569K and bringing the position to 17,107 shares worth $2.92M. The position accounts for 1.57% of the portfolio, ranked #17.

Lane & Associates first reported a position in PG in Q2 2024 and has held it in 4 quarters since. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Lane & Associates held 17,107 shares of Procter & Gamble worth $2.92M as of Q1 2025.
  • Lane & Associates bought 3,395 Procter & Gamble shares in Q1 2025, an estimated $569K.
  • Procter & Gamble made up 1.57% of Lane & Associates's portfolio in Q1 2025, its #17 holding.
  • Lane & Associates first reported a position in Procter & Gamble in Q2 2024 and has held it in 4 quarters since.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.