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LMCG Investments’s Procter & Gamble PG Stock Holding History

LMCG Investments’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 		$10.9M Sell
74,227
-4,201
-5% -$611K 0.58% 61
2026
Q1 		$11.3M Buy
78,428
+806
+1% +$122K 0.67% 52
2025
Q4 		$11.1M Sell
77,622
-25,243
-25% -$3.72M 0.64% 55
2025
Q3 		$15.8M Sell
102,865
-3,862
-4% -$603K 0.93% 29
2025
Q2 		$17M Sell
106,727
-3,907
-4% -$638K 1.07% 25
2025
Q1 		$18.9M Buy
110,634
+6,666
+6% +$1.12M 1.25% 18
2024
Q4 		$17.4M Sell
103,968
-3,821
-4% -$651K 1.07% 22
2024
Q3 		$18.7M Sell
107,789
-1,554
-1% -$264K 1.12% 20
2024
Q2 		$18M Buy
109,343
+3,273
+3% +$535K 1.05% 19
2024
Q1 		$17.2M Sell
106,070
-1,848
-2% -$290K 1.01% 18
2023
Q4 		$15.8M Buy
107,918
+1,208
+1% +$179K 0.98% 19
2023
Q3 		$15.6M Sell
106,710
-2,236
-2% -$342K 1.05% 18
2023
Q2 		$16.5M Buy
108,946
+17,722
+19% +$2.67M 1.07% 16
2023
Q1 		$13.6M Buy
91,224
+10,476
+13% +$1.5M 0.91% 25
2022
Q4 		$12.2M Sell
80,748
-350
-0.4% -$49.1K 0.85% 29
2022
Q3 		$10.2M Sell
81,098
-368
-0.5% -$52.3K 0.75% 35
2022
Q2 		$11.7M Sell
81,466
-339
-0.4% -$51K 0.81% 29
2022
Q1 		$12.5M Buy
+81,805
New +$12.8M 0.72% 32
2015
Q3 		$7.49M Sell
104,067
-3,356
-3% -$252K 0.16% 247
2015
Q2 		$8.4M Sell
107,423
-260
-0.2% -$20.9K 0.18% 227
2015
Q1 		$8.82M Sell
107,683
-1,163
-1% -$100K 0.18% 224
2014
Q4 		$9.91M Sell
108,846
-7,098
-6% -$624K 0.22% 191
2014
Q3 		$9.71M Sell
115,944
-3,359
-3% -$275K 0.22% 199
2014
Q2 		$9.38M Sell
119,303
-12,752
-10% -$1.03M 0.2% 206
2014
Q1 		$10.6M Sell
132,055
-401
-0.3% -$31.6K 0.24% 182
2013
Q4 		$10.8M Sell
132,456
-4,436
-3% -$361K 0.23% 179
2013
Q3 		$10.3M Sell
136,892
-18,453
-12% -$1.47M 0.25% 151
2013
Q2 		$12M Buy
+155,345
New +$12.2M 0.31% 119

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LMCG Investments's PG Position: Q2 2026 in Review

LMCG Investments reduced its Procter & Gamble (PG) stake by 5.4% in Q2 2026, selling an estimated $611K and leaving 74,227 shares worth $10.9M. The position accounts for 0.58% of the portfolio, ranked #61.

LMCG Investments first reported a position in PG in Q2 2013 and has held it in 28 quarters since. The position peaked at $18.9M in Q1 2025. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LMCG Investments held 74,227 shares of Procter & Gamble worth $10.9M as of Q2 2026.
  • LMCG Investments sold 4,201 Procter & Gamble shares in Q2 2026, an estimated $611K.
  • Procter & Gamble made up 0.58% of LMCG Investments's portfolio in Q2 2026, its #61 holding.
  • LMCG Investments first reported a position in Procter & Gamble in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Procter & Gamble position peaked at $18.9M in Q1 2025.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.