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Lathrop Investment Management’s Procter & Gamble PG Stock Holding History

Lathrop Investment 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
2025
Q3 		– Sell
-1,339
Closed -$213K – 85
2025
Q2 		$213K Sell
1,339
-30
-2% -$4.9K 0.04% 80
2025
Q1 		$233K Buy
1,369
+39
+3% +$6.53K 0.05% 79
2024
Q4 		$223K Buy
1,330
+7
+0.5% +$1.19K 0.04% 82
2024
Q3 		$229K Buy
1,323
+1
+0.1% +$170 0.04% 82
2024
Q2 		$218K Buy
1,322
+1
+0.1% +$163 0.04% 78
2024
Q1 		$214K Buy
+1,321
New +$207K 0.04% 82
2023
Q3 		– Sell
-1,369
Closed -$208K – 81
2023
Q2 		$208K Sell
1,369
-58
-4% -$8.74K 0.04% 81
2023
Q1 		$212K Sell
1,427
-616
-30% -$88.1K 0.05% 81
2022
Q4 		$310K Buy
+2,043
New +$286K 0.07% 68
2022
Q3 		– Sell
-1,564
Closed -$225K – 71
2022
Q2 		$225K Hold
1,564
– – 0.06% 69
2022
Q1 		$239K Sell
1,564
-56
-3% -$8.76K 0.05% 68
2021
Q4 		$265K Sell
1,620
-9
-0.6% -$1.34K 0.05% 66
2021
Q3 		$228K Buy
1,629
+1
+0.1% +$142 0.05% 62
2021
Q2 		$220K Sell
1,628
-55
-3% -$7.44K 0.05% 70
2021
Q1 		$228K Sell
1,683
-69
-4% -$9K 0.05% 70
2020
Q4 		$244K Buy
1,752
+26
+2% +$3.63K 0.06% 67
2020
Q3 		$240K Buy
1,726
+1
+0.1% +$133 0.07% 64
2020
Q2 		$206K Sell
1,725
-802
-32% -$93.5K 0.06% 65
2020
Q1 		$278K Hold
2,527
– – 0.1% 58
2019
Q4 		$316K Buy
2,527
+1
+0% +$122 0.08% 53
2019
Q3 		$314K Buy
+2,526
New +$298K 0.09% 55
2014
Q3 		– Sell
-4,569
Closed -$359K – 56
2014
Q2 		$359K Hold
4,569
– – 0.14% 46
2014
Q1 		$368K Hold
4,569
– – 0.15% 44
2013
Q4 		$372K Sell
4,569
-98
-2% -$7.98K 0.16% 45
2013
Q3 		$353K Buy
4,667
+541
+13% +$43.1K 0.17% 41
2013
Q2 		$318K Buy
+4,126
New +$324K 0.16% 41

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lathrop Investment Management's PG Position: Q3 2025 in Review

Lathrop Investment Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,339 shares — an estimated $213K sold.

Lathrop Investment Management first reported a position in PG in Q2 2013 and held it in 26 quarters. The position peaked at $372K in Q4 2013. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Lathrop Investment Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Lathrop Investment Management sold 1,339 Procter & Gamble shares in Q3 2025, an estimated $213K.
  • Lathrop Investment Management first reported a position in Procter & Gamble in Q2 2013 and held it in 26 quarters.
  • Lathrop Investment Management's Procter & Gamble position peaked at $372K in Q4 2013.
  • 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Lathrop Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.