LifePlan Investment Advisors’s Procter & Gamble PG Stock Holding History

LifePlan Investment 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	$249K	Buy	1,727 +48	+3%	+$7.28K	0.1%	112
2025 Q4	$241K	Buy	1,679 +319	+23%	+$47K	0.1%	107
2025 Q3	$209K	Sell	1,360 -198	-13%	-$30.9K	0.09%	108
2025 Q2	$248K	Sell	1,558 -18	-1%	-$2.94K	0.12%	98
2025 Q1	$269K	Hold	1,576	–	–	0.15%	83
2024 Q4	$264K	Buy	1,576 +204	+15%	+$34.7K	0.16%	80
2024 Q3	$238K	Buy	1,372 +13	+1%	+$2.21K	0.15%	81
2024 Q2	$224K	Sell	1,359 -16	-1%	-$2.62K	0.16%	80
2024 Q1	$223K	Buy	+1,375	New	+$216K	0.18%	75
2023 Q4	–	Sell	-1,419	Closed	-$207K	–	69
2023 Q3	$207K	Buy	+1,419	New	+$217K	0.22%	62

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

LifePlan Investment Advisors's PG Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Procter & Gamble (PG) stake by 2.9% in Q1 2026, buying an estimated $7.28K and bringing the position to 1,727 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #112.

LifePlan Investment Advisors first reported a position in PG in Q3 2023 and has held it in 10 quarters since. The position peaked at $269K in Q1 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

LifePlan Investment Advisors held 1,727 shares of Procter & Gamble worth $249K as of Q1 2026.
LifePlan Investment Advisors bought 48 Procter & Gamble shares in Q1 2026, an estimated $7.28K.
Procter & Gamble made up 0.1% of LifePlan Investment Advisors's portfolio in Q1 2026, its #112 holding.
LifePlan Investment Advisors first reported a position in Procter & Gamble in Q3 2023 and has held it in 10 quarters since.
LifePlan Investment Advisors's Procter & Gamble position peaked at $269K in Q1 2025.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.