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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
Q2 		$513K Buy
3,497
+443
+15% +$64.5K 0.28% 66
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 $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

LeConte Wealth Management's PG Position: Q2 2026 in Review

LeConte Wealth Management increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $64.5K and bringing the position to 3,497 shares worth $513K. The position accounts for 0.28% of the portfolio, ranked #66.

LeConte Wealth Management first reported a position in PG in Q1 2025 and has held it in 6 quarters since. 4,026 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LeConte Wealth Management held 3,497 shares of Procter & Gamble worth $513K as of Q2 2026.
  • LeConte Wealth Management bought 443 Procter & Gamble shares in Q2 2026, an estimated $64.5K.
  • Procter & Gamble made up 0.28% of LeConte Wealth Management's portfolio in Q2 2026, its #66 holding.
  • LeConte Wealth Management first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • 4,026 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.