LOIM
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Liberty One Investment Management’s Procter & Gamble PG Stock Holding History

Liberty One Investment Management’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 		$25M Buy
173,235
+23,310
+16% +$3.53M 2.58% 14
2025
Q4 		$21.5M Sell
149,925
-214,773
-59% -$31.7M 2.75% 16
2025
Q3 		$56M Buy
364,698
+178,278
+96% +$27.8M 3.15% 12
2025
Q2 		$29.7M Buy
186,420
+7,392
+4% +$1.21M 3% 11
2025
Q1 		$30.5M Buy
179,028
+2,771
+2% +$464K 3.09% 9
2024
Q4 		$29.5M Buy
176,257
+2,600
+1% +$443K 3.2% 7
2024
Q3 		$30.1M Buy
173,657
+2,114
+1% +$359K 3.07% 11
2024
Q2 		$28.3M Sell
171,543
-3,771
-2% -$616K 3.19% 4
2024
Q1 		$28.4M Sell
175,314
-254
-0.1% -$39.8K 3.22% 6
2023
Q4 		$25.7M Buy
175,568
+3,808
+2% +$564K 3.17% 7
2023
Q3 		$25.1M Buy
171,760
+3,613
+2% +$552K 3.63% 3
2023
Q2 		$25.5M Buy
168,147
+3,999
+2% +$603K 3.31% 11
2023
Q1 		$24.4M Buy
164,148
+10,677
+7% +$1.53M 3.33% 10
2022
Q4 		$23.3M Buy
153,471
+8,674
+6% +$1.22M 3.34% 10
2022
Q3 		$18.3M Buy
144,797
+17,000
+13% +$2.41M 3.01% 15
2022
Q2 		$17.2M Sell
127,797
-7,120
-5% -$1.07M 2.93% 15
2022
Q1 		$20.6M Buy
134,917
+1,932
+1% +$302K 3.13% 12
2021
Q4 		$21.8M Buy
132,985
+3,754
+3% +$557K 3.28% 9
2021
Q3 		$18.1M Buy
129,231
+1,434
+1% +$203K 3.08% 12
2021
Q2 		$17.2M Buy
127,797
+4,079
+3% +$552K 2.91% 15
2021
Q1 		$16.8M Buy
123,718
+4,779
+4% +$624K 2.99% 11
2020
Q4 		$16.5M Buy
118,939
+91
+0.1% +$12.7K 3.11% 15
2020
Q3 		$16.5M Buy
118,848
+2,864
+2% +$380K 3.38% 11
2020
Q2 		$13.9M Buy
115,984
+4,844
+4% +$565K 3.11% 14
2020
Q1 		$12.2M Sell
111,140
-8,835
-7% -$1.06M 3.15% 13
2019
Q4 		$15M Buy
+119,975
New +$14.7M 3.24% 11

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

Liberty One Investment Management's PG Position: Q1 2026 in Review

Liberty One Investment Management increased its Procter & Gamble (PG) stake by 16% in Q1 2026, buying an estimated $3.53M and bringing the position to 173,235 shares worth $25M. The position accounts for 2.58% of the portfolio, ranked #14.

Liberty One Investment Management first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $56M in Q3 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Liberty One Investment Management held 173,235 shares of Procter & Gamble worth $25M as of Q1 2026.
  • Liberty One Investment Management bought 23,310 Procter & Gamble shares in Q1 2026, an estimated $3.53M.
  • Procter & Gamble made up 2.58% of Liberty One Investment Management's portfolio in Q1 2026, its #14 holding.
  • Liberty One Investment Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Procter & Gamble position peaked at $56M in Q3 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.