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Lifestyle Asset Management’s Procter & Gamble PG Stock Holding History

Lifestyle Asset 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 		$318K Sell
2,204
-11
-0.5% -$1.67K 0.1% 112
2025
Q4 		$317K Buy
2,215
+320
+17% +$47.2K 0.1% 108
2025
Q3 		$291K Buy
1,895
+379
+25% +$59.2K 0.1% 115
2025
Q2 		$242K Buy
1,516
+334
+28% +$54.5K 0.11% 115
2025
Q1 		$201K Buy
+1,182
New +$198K 0.11% 112
2024
Q1 		– Sell
-1,384
Closed -$203K – 114
2023
Q4 		$203K Sell
1,384
-91
-6% -$13.5K 0.11% 92
2023
Q3 		$215K Hold
1,475
– – 0.13% 74
2023
Q2 		$224K Sell
1,475
-69
-4% -$10.4K 0.13% 74
2023
Q1 		$230K Sell
1,544
-6
-0.4% -$858 0.15% 64
2022
Q4 		$235K Buy
+1,550
New +$217K 0.19% 57

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

Lifestyle Asset Management's PG Position: Q1 2026 in Review

Lifestyle Asset Management reduced its Procter & Gamble (PG) stake by 0.5% in Q1 2026, selling an estimated $1.67K and leaving 2,204 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #112.

Lifestyle Asset Management first reported a position in PG in Q4 2022 and has held it in 10 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Lifestyle Asset Management held 2,204 shares of Procter & Gamble worth $318K as of Q1 2026.
  • Lifestyle Asset Management sold 11 Procter & Gamble shares in Q1 2026, an estimated $1.67K.
  • Procter & Gamble made up 0.1% of Lifestyle Asset Management's portfolio in Q1 2026, its #112 holding.
  • Lifestyle Asset Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 10 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.