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

LJI 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
Q1 		$398K Buy
2,754
+663
+32% +$101K 0.06% 122
2025
Q4 		$300K Buy
2,091
+376
+22% +$55.4K 0.05% 159
2025
Q3 		$264K Sell
1,715
-532
-24% -$83.1K 0.05% 152
2025
Q2 		$358K Sell
2,247
-12
-0.5% -$1.96K 0.06% 129
2025
Q1 		$385K Sell
2,259
-63
-3% -$10.6K 0.08% 108
2024
Q4 		$389K Sell
2,322
-109
-4% -$18.6K 0.08% 110
2024
Q3 		$421K Buy
2,431
+603
+33% +$102K 0.09% 123
2024
Q2 		$301K Sell
1,828
-229
-11% -$37.4K 0.07% 142
2024
Q1 		$334K Buy
2,057
+684
+50% +$107K 0.09% 111
2023
Q4 		$201K Buy
+1,373
New +$203K 0.05% 160

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

LJI Wealth Management's PG Position: Q1 2026 in Review

LJI Wealth Management increased its Procter & Gamble (PG) stake by 32% in Q1 2026, buying an estimated $101K and bringing the position to 2,754 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #122.

LJI Wealth Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $421K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • LJI Wealth Management held 2,754 shares of Procter & Gamble worth $398K as of Q1 2026.
  • LJI Wealth Management bought 663 Procter & Gamble shares in Q1 2026, an estimated $101K.
  • Procter & Gamble made up 0.06% of LJI Wealth Management's portfolio in Q1 2026, its #122 holding.
  • LJI Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • LJI Wealth Management's Procter & Gamble position peaked at $421K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.