Lloyd Advisory Services’s Procter & Gamble PG Stock Holding History

Lloyd Advisory Services’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	$20.5K	Sell	140 -486	-78%	-$70.7K	0.01%	316
2026 Q1	$90.5K	Buy	+626	New	+$94.9K	0.03%	211
2024 Q2	–	Sell	-10,990	Closed	-$1.78M	–	172
2024 Q1	$1.78M	Buy	10,990 +9,137	+493%	+$1.43M	0.38%	34
2023 Q4	$271K	Sell	1,853 -9,183	-83%	-$1.36M	0.13%	97
2023 Q3	$1.61M	Buy	+11,036	New	+$1.69M	0.53%	38
2022 Q2	–	Sell	-743	Closed	-$114K	–	419
2022 Q1	$114K	Buy	743 +721	+3,277%	+$113K	0.05%	150
2021 Q4	$4K	Hold	22	–	–	﹤0.01%	359
2021 Q3	$3K	Sell	22 -13	-37%	-$1.84K	﹤0.01%	335
2021 Q2	$5K	Buy	35 +6	+21%	+$812	﹤0.01%	322
2021 Q1	$4K	Hold	29	–	–	﹤0.01%	310
2020 Q4	$4K	Hold	29	–	–	﹤0.01%	280
2020 Q3	$4K	Buy	29 +9	+45%	+$1.2K	﹤0.01%	248
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	269
2020 Q1	$2K	Buy	+20	New	+$2.4K	﹤0.01%	223

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lloyd Advisory Services's PG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Procter & Gamble (PG) stake by 78% in Q2 2026, selling an estimated $70.7K and leaving 140 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #316.

Lloyd Advisory Services first reported a position in PG in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.78M in Q1 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Lloyd Advisory Services held 140 shares of Procter & Gamble worth $20.5K as of Q2 2026.
Lloyd Advisory Services sold 486 Procter & Gamble shares in Q2 2026, an estimated $70.7K.
Procter & Gamble made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #316 holding.
Lloyd Advisory Services first reported a position in Procter & Gamble in Q1 2020 and has held it in 14 quarters since.
Lloyd Advisory Services's Procter & Gamble position peaked at $1.78M in Q1 2024.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.