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Lazari Capital Management’s Procter & Gamble PG Stock Holding History

Lazari Capital 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 		$349K Sell
2,377
-5
-0.2% -$728 0.11% 120
2026
Q1 		$344K Buy
2,382
+11
+0.5% +$1.67K 0.12% 108
2025
Q4 		$340K Sell
2,371
-43
-2% -$6.34K 0.11% 108
2025
Q3 		$371K Buy
2,414
+7
+0.3% +$1.09K 0.13% 97
2025
Q2 		$383K Sell
2,407
-123
-5% -$20.1K 0.14% 91
2025
Q1 		$431K Buy
2,530
+88
+4% +$14.7K 0.18% 86
2024
Q4 		$409K Buy
2,442
+48
+2% +$8.18K 0.16% 82
2024
Q3 		$415K Sell
2,394
-297
-11% -$50.4K 0.18% 87
2024
Q2 		$444K Buy
2,691
+10
+0.4% +$1.64K 0.2% 82
2024
Q1 		$435K Buy
2,681
+70
+3% +$11K 0.24% 69
2023
Q4 		$383K Hold
2,611
– – 0.22% 70
2023
Q3 		$381K Sell
2,611
-100
-4% -$15.3K 0.23% 67
2023
Q2 		$411K Buy
+2,711
New +$409K 0.23% 64

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lazari Capital Management's PG Position: Q2 2026 in Review

Lazari Capital Management reduced its Procter & Gamble (PG) stake by 0.21% in Q2 2026, selling an estimated $728 and leaving 2,377 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #120.

Lazari Capital Management first reported a position in PG in Q2 2023 and has held it in 13 quarters since. The position peaked at $444K in Q2 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lazari Capital Management held 2,377 shares of Procter & Gamble worth $349K as of Q2 2026.
  • Lazari Capital Management sold 5 Procter & Gamble shares in Q2 2026, an estimated $728.
  • Procter & Gamble made up 0.11% of Lazari Capital Management's portfolio in Q2 2026, its #120 holding.
  • Lazari Capital Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
  • Lazari Capital Management's Procter & Gamble position peaked at $444K in Q2 2024.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.