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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lloyd Advisory Services's PG Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in Procter & Gamble (PG) in Q1 2026: 626 shares worth $90.5K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PG as recently as Q1 2024.

Lloyd Advisory Services first reported a position in PG in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.78M in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Lloyd Advisory Services held 626 shares of Procter & Gamble worth $90.5K as of Q1 2026.
Procter & Gamble was a new Lloyd Advisory Services position in Q1 2026.
Procter & Gamble made up 0.03% of Lloyd Advisory Services's portfolio in Q1 2026, its #211 holding.
Lloyd Advisory Services first reported a position in Procter & Gamble in Q1 2020 and has held it in 13 quarters since.
Lloyd Advisory Services's Procter & Gamble position peaked at $1.78M in Q1 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.