Lantz Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $786K | Sell |
5,360
-85
| -2% | -$12.4K | 0.14% | 142 |
|
|
2026
Q1 | $786K | Buy |
5,445
+50
| +0.9% | +$7.58K | 0.16% | 133 |
|
|
2025
Q4 | $773K | Buy |
5,395
+132
| +3% | +$19.5K | 0.16% | 132 |
|
|
2025
Q3 | $809K | Buy |
5,263
+26
| +0.5% | +$4.06K | 0.18% | 131 |
|
|
2025
Q2 | $834K | Buy |
5,237
+64
| +1% | +$10.4K | 0.21% | 111 |
|
|
2025
Q1 | $882K | Sell |
5,173
-23
| -0.4% | -$3.85K | 0.24% | 103 |
|
|
2024
Q4 | $871K | Buy |
5,196
+147
| +3% | +$25K | 0.23% | 101 |
|
|
2024
Q3 | $875K | Buy |
5,049
+556
| +12% | +$94.4K | 0.24% | 96 |
|
|
2024
Q2 | $741K | Buy |
4,493
+41
| +0.9% | +$6.7K | 0.23% | 100 |
|
|
2024
Q1 | $722K | Buy |
4,452
+82
| +2% | +$12.9K | 0.23% | 97 |
|
|
2023
Q4 | $640K | Buy |
4,370
+684
| +19% | +$101K | 0.23% | 95 |
|
|
2023
Q3 | $538K | Buy |
3,686
+48
| +1% | +$7.33K | 0.21% | 100 |
|
|
2023
Q2 | $552K | Buy |
3,638
+54
| +2% | +$8.14K | 0.22% | 100 |
|
|
2023
Q1 | $533K | Sell |
3,584
-187
| -5% | -$26.7K | 0.22% | 103 |
|
|
2022
Q4 | $572K | Buy |
3,771
+503
| +15% | +$70.5K | 0.26% | 92 |
|
|
2022
Q3 | $413K | Hold |
3,268
| – | – | 0.21% | 106 |
|
|
2022
Q2 | $470K | Buy |
3,268
+40
| +1% | +$6.01K | 0.21% | 103 |
|
|
2022
Q1 | $493K | Buy |
3,228
+22
| +0.7% | +$3.44K | 0.2% | 107 |
|
|
2021
Q4 | $524K | Buy |
3,206
+20
| +0.6% | +$2.97K | 0.24% | 91 |
|
|
2021
Q3 | $445K | Buy |
3,186
+24
| +0.8% | +$3.4K | 0.23% | 97 |
|
|
2021
Q2 | $427K | Sell |
3,162
-36
| -1% | -$4.87K | 0.22% | 91 |
|
|
2021
Q1 | $433K | Buy |
3,198
+27
| +0.9% | +$3.52K | 0.25% | 82 |
|
|
2020
Q4 | $441K | Buy |
3,171
+51
| +2% | +$7.13K | 0.28% | 76 |
|
|
2020
Q3 | $434K | Buy |
3,120
+4
| +0.1% | +$531 | 0.29% | 76 |
|
|
2020
Q2 | $373K | Sell |
3,116
-18
| -0.6% | -$2.1K | 0.27% | 78 |
|
|
2020
Q1 | $345K | Buy |
3,134
+66
| +2% | +$7.92K | 0.27% | 83 |
|
|
2019
Q4 | $383K | Sell |
3,068
-221
| -7% | -$27K | 0.23% | 96 |
|
|
2019
Q3 | $398K | Sell |
3,289
-81
| -2% | -$9.57K | 0.27% | 89 |
|
|
2019
Q2 | $376K | Sell |
3,370
-129
| -4% | -$13.8K | 0.25% | 92 |
|
|
2019
Q1 | $364K | Buy |
+3,499
| New | +$341K | 0.26% | 84 |
|
Other funds holding PG
Lantz Financial's PG Position: Q2 2026 in Review
Lantz Financial reduced its Procter & Gamble (PG) stake by 1.6% in Q2 2026, selling an estimated $12.4K and leaving 5,360 shares worth $786K. The position accounts for 0.14% of the portfolio, ranked #142.
Lantz Financial first reported a position in PG in Q1 2019 and has held it in 30 quarters since. The position peaked at $882K in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Lantz Financial held 5,360 shares of Procter & Gamble worth $786K as of Q2 2026.
- Lantz Financial sold 85 Procter & Gamble shares in Q2 2026, an estimated $12.4K.
- Procter & Gamble made up 0.14% of Lantz Financial's portfolio in Q2 2026, its #142 holding.
- Lantz Financial first reported a position in Procter & Gamble in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's Procter & Gamble position peaked at $882K in Q1 2025.
- 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.