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Legacy Trust’s Procter & Gamble PG Stock Holding History

Legacy Trust’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 		$945K Buy
6,542
+235
+4% +$35.6K 0.18% 89
2025
Q4 		$904K Buy
6,307
+398
+7% +$58.7K 0.17% 94
2025
Q3 		$908K Buy
5,909
+956
+19% +$149K 0.18% 90
2025
Q2 		$789K Buy
4,953
+136
+3% +$22.2K 0.19% 84
2025
Q1 		$821K Buy
4,817
+106
+2% +$17.8K 0.2% 83
2024
Q4 		$790K Sell
4,711
-83
-2% -$14.1K 0.18% 84
2024
Q3 		$830K Buy
4,794
+554
+13% +$94K 0.19% 82
2024
Q2 		$699K Hold
4,240
– – 0.17% 89
2024
Q1 		$688K Sell
4,240
-1,044
-20% -$164K 0.17% 90
2023
Q4 		$774K Sell
5,284
-21
-0.4% -$3.11K 0.2% 83
2023
Q3 		$774K Sell
5,305
-153
-3% -$23.4K 0.23% 78
2023
Q2 		$828K Sell
5,458
-205
-4% -$30.9K 0.23% 79
2023
Q1 		$842K Buy
5,663
+1,616
+40% +$231K 0.25% 79
2022
Q4 		$613K Buy
+4,047
New +$567K 0.19% 86

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 Trust's PG Position: Q1 2026 in Review

Legacy Trust increased its Procter & Gamble (PG) stake by 3.7% in Q1 2026, buying an estimated $35.6K and bringing the position to 6,542 shares worth $945K. The position accounts for 0.18% of the portfolio, ranked #89.

Legacy Trust first reported a position in PG in Q4 2022 and has held it in 14 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Legacy Trust held 6,542 shares of Procter & Gamble worth $945K as of Q1 2026.
  • Legacy Trust bought 235 Procter & Gamble shares in Q1 2026, an estimated $35.6K.
  • Procter & Gamble made up 0.18% of Legacy Trust's portfolio in Q1 2026, its #89 holding.
  • Legacy Trust first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.