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Lineweaver Wealth Advisors’s Procter & Gamble PG Stock Holding History

Lineweaver Wealth 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
Q2 		$3.6M Buy
24,523
+1,806
+8% +$263K 0.43% 53
2026
Q1 		$3.28M Buy
22,717
+812
+4% +$123K 0.44% 47
2025
Q4 		$3.14M Sell
21,905
-7
-0% -$1.03K 0.42% 48
2025
Q3 		$3.37M Buy
21,912
+1,155
+6% +$180K 0.49% 40
2025
Q2 		$3.31M Buy
20,757
+2,335
+13% +$381K 0.52% 40
2025
Q1 		$3.14M Sell
18,422
-2,055
-10% -$344K 0.53% 39
2024
Q4 		$3.43M Buy
20,477
+932
+5% +$159K 0.63% 33
2024
Q3 		$3.39M Buy
19,545
+648
+3% +$110K 0.64% 33
2024
Q2 		$3.12M Sell
18,897
-1,528
-7% -$250K 0.65% 34
2024
Q1 		$3.31M Buy
20,425
+438
+2% +$68.7K 0.79% 29
2023
Q4 		$2.93M Sell
19,987
-4,943
-20% -$732K 0.76% 29
2023
Q3 		$3.64M Sell
24,930
-2,648
-10% -$404K 1.06% 18
2023
Q2 		$4.18M Sell
27,578
-253
-0.9% -$38.1K 1.19% 17
2023
Q1 		$4.14M Buy
27,831
+1,899
+7% +$271K 1.27% 16
2022
Q4 		$3.93M Sell
25,932
-88
-0.3% -$12.3K 1.19% 18
2022
Q3 		$3.29M Buy
26,020
+2,626
+11% +$373K 1.07% 20
2022
Q2 		$3.36M Buy
23,394
+4,119
+21% +$619K 1.11% 17
2022
Q1 		$2.94M Buy
19,275
+1,254
+7% +$196K 0.84% 25
2021
Q4 		$2.95M Buy
18,021
+503
+3% +$74.7K 0.85% 24
2021
Q3 		$2.45M Buy
17,518
+6,363
+57% +$902K 0.75% 30
2021
Q2 		$1.5M Buy
11,155
+1,076
+11% +$146K 0.49% 37
2021
Q1 		$1.36M Buy
10,079
+2,348
+30% +$306K 0.48% 37
2020
Q4 		$1.07M Buy
7,731
+343
+5% +$47.9K 0.42% 32
2020
Q3 		$1.03M Buy
7,388
+667
+10% +$88.6K 0.46% 31
2020
Q2 		$803K Buy
6,721
+319
+5% +$37.2K 0.41% 31
2020
Q1 		$704K Buy
6,402
+713
+13% +$85.6K 0.44% 31
2019
Q4 		$710K Buy
+5,689
New +$696K 0.4% 29

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

Lineweaver Wealth Advisors's PG Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Procter & Gamble (PG) stake by 7.9% in Q2 2026, buying an estimated $263K and bringing the position to 24,523 shares worth $3.6M. The position accounts for 0.43% of the portfolio, ranked #53.

Lineweaver Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.18M in Q2 2023. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lineweaver Wealth Advisors held 24,523 shares of Procter & Gamble worth $3.6M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,806 Procter & Gamble shares in Q2 2026, an estimated $263K.
  • Procter & Gamble made up 0.43% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Lineweaver Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Lineweaver Wealth Advisors's Procter & Gamble position peaked at $4.18M in Q2 2023.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.