Ledgewood Wealth Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$437K Hold
2,981
0.23% 49
2026
Q1
$431K Hold
2,981
0.24% 49
2025
Q4
$427K Hold
2,981
0.25% 49
2025
Q3
$458K Hold
2,981
0.27% 48
2025
Q2
$475K Hold
2,981
0.3% 44
2025
Q1
$508K Sell
2,981
-78
-3% -$13.1K 0.33% 37
2024
Q4
$513K Hold
3,059
0.33% 41
2024
Q3
$530K Buy
3,059
+500
+20% +$84.9K 0.36% 36
2024
Q2
$422K Hold
2,559
0.36% 35
2024
Q1
$415K Hold
2,559
0.39% 34
2023
Q4
$375K Buy
+2,559
New +$379K 0.35% 41

Other funds holding PG

Ledgewood Wealth Advisors's PG Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 2,981 shares worth $437K. The position accounts for 0.23% of the portfolio, ranked #49.

Ledgewood Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $530K in Q3 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Ledgewood Wealth Advisors held 2,981 shares of Procter & Gamble worth $437K as of Q2 2026.
  • Ledgewood Wealth Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.23% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Ledgewood Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Ledgewood Wealth Advisors's Procter & Gamble position peaked at $530K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.