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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
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 		$224 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBMC Investment Advisors's PG Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Procter & Gamble (PG) stake by 5.2% in Q1 2026, selling an estimated $17.9K and leaving 2,132 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #199.

LBMC Investment Advisors first reported a position in PG in Q3 2019 and has held it in 22 quarters since. The position peaked at $397K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • LBMC Investment Advisors held 2,132 shares of Procter & Gamble worth $308K as of Q1 2026.
  • LBMC Investment Advisors sold 118 Procter & Gamble shares in Q1 2026, an estimated $17.9K.
  • Procter & Gamble made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • LBMC Investment Advisors first reported a position in Procter & Gamble in Q3 2019 and has held it in 22 quarters since.
  • LBMC Investment Advisors's Procter & Gamble position peaked at $397K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.