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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's PG Position: Q1 2026 in Review

LGT Financial Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 328 shares worth $47.3K. The position accounts for 0.24% of the portfolio, ranked #69.

LGT Financial Advisors first reported a position in PG in Q4 2022 and has held it in 12 quarters since. The position peaked at $236K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

LGT Financial Advisors held 328 shares of Procter & Gamble worth $47.3K as of Q1 2026.
LGT Financial Advisors left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.24% of LGT Financial Advisors's portfolio in Q1 2026, its #69 holding.
LGT Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 12 quarters since.
LGT Financial Advisors's Procter & Gamble position peaked at $236K in Q4 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.