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
Q2 		$349K Sell
2,383
-371
-13% -$54K 0.05% 142
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 $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

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

LJI Wealth Management reduced its Procter & Gamble (PG) stake by 13% in Q2 2026, selling an estimated $54K and leaving 2,383 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #142.

LJI Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $421K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LJI Wealth Management held 2,383 shares of Procter & Gamble worth $349K as of Q2 2026.
  • LJI Wealth Management sold 371 Procter & Gamble shares in Q2 2026, an estimated $54K.
  • Procter & Gamble made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #142 holding.
  • LJI Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • LJI Wealth Management's Procter & Gamble position peaked at $421K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.