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Legacy Bridge’s Procter & Gamble PG Stock Holding History

Legacy Bridge’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 		$640K Hold
4,430
– – 0.24% 109
2025
Q4 		$635K Buy
4,430
+29
+0.7% +$4.28K 0.26% 105
2025
Q3 		$676K Hold
4,401
– – 0.28% 102
2025
Q2 		$701K Sell
4,401
-300
-6% -$49K 0.33% 93
2025
Q1 		$801K Sell
4,701
-13
-0.3% -$2.18K 0.45% 81
2024
Q4 		$790K Hold
4,714
– – 0.41% 83
2024
Q3 		$816K Sell
4,714
-400
-8% -$67.9K 0.44% 84
2024
Q2 		$843K Sell
5,114
-610
-11% -$99.7K 0.5% 76
2024
Q1 		$929K Sell
5,724
-500
-8% -$78.4K 0.54% 74
2023
Q4 		$912K Sell
6,224
-510
-8% -$75.5K 0.59% 68
2023
Q3 		$982K Sell
6,734
-225
-3% -$34.4K 0.7% 64
2023
Q2 		$1.06M Hold
6,959
– – 0.7% 61
2023
Q1 		$1.03M Hold
6,959
– – 0.72% 59
2022
Q4 		$1.05M Hold
6,959
– – 0.75% 56
2022
Q3 		$879K Buy
6,959
+100
+1% +$14.2K 0.7% 63
2022
Q2 		$986K Sell
6,859
-600
-8% -$90.2K 0.73% 58
2022
Q1 		$1.14M Sell
7,459
-785
-10% -$123K 0.67% 62
2021
Q4 		$1.35M Hold
8,244
– – 0.7% 52
2021
Q3 		$1.15M Hold
8,244
– – 0.66% 64
2021
Q2 		$1.11M Hold
8,244
– – 0.63% 72
2021
Q1 		$1.12M Buy
8,244
+162
+2% +$21.1K 0.72% 56
2020
Q4 		$1.13M Buy
8,082
+895
+12% +$125K 0.82% 41
2020
Q3 		$999K Sell
7,187
-37
-0.5% -$4.91K 0.91% 33
2020
Q2 		$864K Sell
7,224
-172
-2% -$20.1K 0.95% 28
2020
Q1 		$814K Buy
7,396
+212
+3% +$25.4K 1.03% 24
2019
Q4 		$897K Buy
7,184
+889
+14% +$109K 0.74% 43
2019
Q3 		$783K Sell
6,295
-310
-5% -$36.6K 0.75% 44
2019
Q2 		$724K Hold
6,605
– – 0.7% 45
2019
Q1 		$687K Hold
6,605
– – 0.71% 48
2018
Q4 		$607K Buy
+6,605
New +$590K 0.75% 42

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

Legacy Bridge's PG Position: Q1 2026 in Review

Legacy Bridge held its Procter & Gamble (PG) position steady in Q1 2026 at 4,430 shares worth $640K. The position accounts for 0.24% of the portfolio, ranked #109.

Legacy Bridge first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.35M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Legacy Bridge held 4,430 shares of Procter & Gamble worth $640K as of Q1 2026.
  • Legacy Bridge left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.24% of Legacy Bridge's portfolio in Q1 2026, its #109 holding.
  • Legacy Bridge first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Procter & Gamble position peaked at $1.35M in Q4 2021.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.