LWM
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LeConte Wealth Management’s Procter & Gamble PG Stock Holding History

LeConte Wealth 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
Q1 		$441K Buy
3,054
+138
+5% +$20.9K 0.29% 64
2025
Q4 		$418K Sell
2,916
-70
-2% -$10.3K 0.27% 57
2025
Q3 		$459K Buy
2,986
+765
+34% +$119K 0.31% 49
2025
Q2 		$354K Buy
2,221
+813
+58% +$133K 0.24% 55
2025
Q1 		$240K Buy
+1,408
New +$236K 0.15% 53

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

LeConte Wealth Management's PG Position: Q1 2026 in Review

LeConte Wealth Management increased its Procter & Gamble (PG) stake by 4.7% in Q1 2026, buying an estimated $20.9K and bringing the position to 3,054 shares worth $441K. The position accounts for 0.29% of the portfolio, ranked #64.

LeConte Wealth Management first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $459K in Q3 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • LeConte Wealth Management held 3,054 shares of Procter & Gamble worth $441K as of Q1 2026.
  • LeConte Wealth Management bought 138 Procter & Gamble shares in Q1 2026, an estimated $20.9K.
  • Procter & Gamble made up 0.29% of LeConte Wealth Management's portfolio in Q1 2026, its #64 holding.
  • LeConte Wealth Management first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Procter & Gamble position peaked at $459K in Q3 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.