LWM
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Liberty Wealth Management’s Procter & Gamble PG Stock Holding History

Liberty Wealth 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
Q2 		$1.05M Hold
7,259
– – 0.13% 94
2026
Q1 		$1.05M Sell
7,259
-637
-8% -$96.6K 0.13% 94
2025
Q4 		$1.13M Buy
7,896
+510
+7% +$75.2K 0.15% 87
2025
Q3 		$1.13M Buy
7,386
+155
+2% +$24.2K 0.16% 83
2025
Q2 		$1.15M Buy
+7,231
New +$1.18M 0.18% 79
2025
Q1 		– Sell
-7,344
Closed -$1.23M – 185
2024
Q4 		$1.23M Buy
7,344
+348
+5% +$59.3K 0.21% 73
2024
Q3 		$1.21M Sell
6,996
-15,632
-69% -$2.65M 0.21% 69
2024
Q2 		$1.05M Buy
22,628
+16,770
+286% +$2.74M 0.19% 72
2024
Q1 		$950K Sell
5,858
-400
-6% -$62.7K 0.19% 74
2023
Q4 		$917K Sell
6,258
-303
-5% -$44.9K 0.2% 69
2023
Q3 		$957K Sell
6,561
-124
-2% -$18.9K 0.24% 59
2023
Q2 		$1.01M Buy
6,685
+10
+0.1% +$1.51K 0.25% 52
2023
Q1 		$992K Buy
+6,675
New +$954K 0.2% 71
2022
Q3 		$758K Buy
6,010
+65
+1% +$9.23K 0.2% 60
2022
Q2 		$854K Buy
5,945
+56
+1% +$8.42K 0.35% 53
2022
Q1 		$899K Buy
5,889
+127
+2% +$19.9K 0.32% 53
2021
Q4 		$943 Sell
5,762
-191
-3% -$28.4K 0.04% 69
2021
Q3 		$834K Buy
5,953
+14
+0.2% +$1.98K 0.3% 49
2021
Q2 		$801K Sell
5,939
-312
-5% -$42.2K 0.31% 48
2021
Q1 		$806K Hold
6,251
– – 0.39% 38
2020
Q4 		$806K Buy
6,251
+372
+6% +$52K 0.39% 38
2020
Q3 		$817K Buy
5,879
+1,170
+25% +$155K 0.48% 33
2020
Q2 		$563K Buy
4,709
+31
+0.7% +$3.62K 0.4% 42
2020
Q1 		$515K Sell
4,678
-208
-4% -$25K 0.45% 41
2019
Q4 		$610K Buy
4,886
+419
+9% +$51.3K 0.48% 39
2019
Q3 		$556K Sell
4,467
-2,662
-37% -$315K 0.53% 38
2019
Q2 		$782K Buy
7,129
+3,020
+73% +$322K 0.69% 27
2019
Q1 		$427K Buy
4,109
+4
+0.1% +$389 0.32% 47
2018
Q4 		$377K Buy
+4,105
New +$367K 0.28% 49

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Liberty Wealth Management's PG Position: Q2 2026 in Review

Liberty Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 7,259 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #94.

Liberty Wealth Management first reported a position in PG in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.23M in Q4 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Liberty Wealth Management held 7,259 shares of Procter & Gamble worth $1.05M as of Q2 2026.
  • Liberty Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.13% of Liberty Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Liberty Wealth Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Procter & Gamble position peaked at $1.23M in Q4 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.