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LBMC Investment Advisors’s Procter & Gamble PG Stock Holding History

LBMC Investment Advisors’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 		$289K Sell
1,969
-163
-8% -$23.7K 0.02% 212
2026
Q1 		$308K Sell
2,132
-118
-5% -$17.9K 0.02% 199
2025
Q4 		$322K Sell
2,250
-68
-3% -$10K 0.02% 180
2025
Q3 		$356K Sell
2,318
-10
-0.4% -$1.56K 0.02% 178
2025
Q2 		$371K Hold
2,328
– – 0.03% 149
2025
Q1 		$397K Buy
2,328
+174
+8% +$29.1K 0.03% 132
2024
Q4 		$361K Buy
2,154
+600
+39% +$102K 0.03% 141
2024
Q3 		$269K Hold
1,554
– – 0.02% 166
2024
Q2 		$256K Hold
1,554
– – 0.02% 157
2024
Q1 		$252K Hold
1,554
– – 0.02% 151
2023
Q4 		$228K Sell
1,554
-53
-3% -$7.85K 0.02% 153
2023
Q3 		$234K Buy
1,607
+53
+3% +$8.1K 0.02% 134
2023
Q2 		$236K Hold
1,554
– – 0.02% 145
2023
Q1 		$231K Buy
1,554
+30
+2% +$4.29K 0.02% 147
2022
Q4 		$231K Buy
+1,524
New +$214K 0.02% 139
2022
Q3 		– Sell
-1,524
Closed -$219K – 158
2022
Q2 		$219K Hold
1,524
– – 0.02% 142
2022
Q1 		$233K Sell
1,524
-79
-5% -$12.4K 0.02% 145
2021
Q4 		$262K Sell
1,603
-15,049
-90% -$2.23M 0.02% 143
2021
Q3 		$224K Buy
16,652
+15,128
+993% +$2.14M 0.02% 152
2021
Q2 		$206K Buy
+1,524
New +$206K 0.02% 160
2020
Q2 		– Sell
-1,878
Closed -$207K – 107
2020
Q1 		$207K Buy
1,878
+147
+8% +$17.6K 0.04% 83
2019
Q4 		$216K Buy
1,731
+20
+1% +$2.45K 0.03% 97
2019
Q3 		$213K Buy
+1,711
New +$202K 0.03% 91

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LBMC Investment Advisors's PG Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Procter & Gamble (PG) stake by 7.6% in Q2 2026, selling an estimated $23.7K and leaving 1,969 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #212.

LBMC Investment Advisors first reported a position in PG in Q3 2019 and has held it in 23 quarters since. The position peaked at $397K in Q1 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LBMC Investment Advisors held 1,969 shares of Procter & Gamble worth $289K as of Q2 2026.
  • LBMC Investment Advisors sold 163 Procter & Gamble shares in Q2 2026, an estimated $23.7K.
  • Procter & Gamble made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • LBMC Investment Advisors first reported a position in Procter & Gamble in Q3 2019 and has held it in 23 quarters since.
  • LBMC Investment Advisors's Procter & Gamble position peaked at $397K in Q1 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.