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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
Q2 		$330K Buy
2,251
+1,925
+590% +$280K 0.04% 186
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 0.06% 144
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 $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

LM Advisors's PG Position: Q2 2026 in Review

LM Advisors increased its Procter & Gamble (PG) stake by 590% in Q2 2026, buying an estimated $280K and bringing the position to 2,251 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #186.

LM Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LM Advisors held 2,251 shares of Procter & Gamble worth $330K as of Q2 2026.
  • LM Advisors bought 1,925 Procter & Gamble shares in Q2 2026, an estimated $280K.
  • Procter & Gamble made up 0.04% of LM Advisors's portfolio in Q2 2026, its #186 holding.
  • LM Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Procter & Gamble position peaked at $1.25M in Q4 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.