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LM Advisors’s Procter & Gamble PG Stock Holding History

LM 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
Q1 		$2.25K Buy
326
+7
+2% +$1.06K 0.04% 179
2025
Q4 		$2.22K Sell
319
-1,884
-86% -$278K 0.04% 175
2025
Q3 		$339K Hold
2,203
– – 0.05% 155
2025
Q2 		$351K Sell
2,203
-4,722
-68% -$771K 0.05% 142
2025
Q1 		$1.18M Sell
6,925
-499
-7% -$83.6K 0.21% 82
2024
Q4 		$1.25M Buy
7,424
+5,220
+237% +$889K 0.22% 75
2024
Q3 		$382K Hold
2,204
– – 0.08% 132
2024
Q2 		$364K Sell
2,204
-67
-3% -$11K ﹤0.01% 145
2024
Q1 		$369K Sell
2,271
-1,000
-31% -$157K 0.06% 160
2023
Q4 		$479K Buy
+3,271
New +$484K 0.1% 122

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