LGT Financial Advisors’s Procter & Gamble PG Stock Holding History

LGT Financial Advisors’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	$48.4K	Buy	330 +2	+0.6%	+$291	0.26%	65
2026 Q1	$47.3K	Hold	328	–	–	0.24%	69
2025 Q4	$47K	Hold	328	–	–	0.29%	61
2025 Q3	$50.4K	Sell	328 -27	-8%	-$4.22K	0.11%	123
2025 Q2	$56.6K	Buy	355 +31	+10%	+$5.06K	0.14%	96
2025 Q1	$55.2K	Sell	324 -1,083	-77%	-$181K	0.17%	96
2024 Q4	$236K	Buy	1,407 +802	+133%	+$137K	0.52%	36
2024 Q3	$105K	Sell	605 -101	-14%	-$17.1K	0.26%	68
2024 Q2	$116K	Buy	706 +105	+17%	+$17.2K	0.25%	66
2024 Q1	$97.6K	Buy	601 +1	+0.2%	+$157	0.11%	178
2023 Q4	$87.9K	Sell	600 -323	-35%	-$47.8K	0.11%	174
2023 Q3	$135K	Buy	+923	New	+$141K	0.17%	130
2023 Q1	–	Sell	-1,369	Closed	-$207K	–	165
2022 Q4	$207K	Buy	+1,369	New	+$192K	0.24%	96

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGT Financial Advisors's PG Position: Q2 2026 in Review

LGT Financial Advisors increased its Procter & Gamble (PG) stake by 0.61% in Q2 2026, buying an estimated $291 and bringing the position to 330 shares worth $48.4K. The position accounts for 0.26% of the portfolio, ranked #65.

LGT Financial Advisors first reported a position in PG in Q4 2022 and has held it in 13 quarters since. The position peaked at $236K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

LGT Financial Advisors held 330 shares of Procter & Gamble worth $48.4K as of Q2 2026.
LGT Financial Advisors bought 2 Procter & Gamble shares in Q2 2026, an estimated $291.
Procter & Gamble made up 0.26% of LGT Financial Advisors's portfolio in Q2 2026, its #65 holding.
LGT Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
LGT Financial Advisors's Procter & Gamble position peaked at $236K in Q4 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.