LMG Wealth Partners’s Procter & Gamble PG Stock Holding History

LMG Wealth Partners’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	$625K	Buy	4,265 +43	+1%	+$6.26K	0.1%	115
2026 Q1	$610K	Hold	4,222	–	–	0.11%	108
2025 Q4	$605K	Sell	4,222 -14,860	-78%	-$2.19M	0.11%	108
2025 Q3	$2.93M	Buy	19,082 +712	+4%	+$111K	0.55%	54
2025 Q2	$2.93M	Buy	18,370 +418	+2%	+$68.2K	0.6%	51
2025 Q1	$3.06M	Buy	17,952 +95	+0.5%	+$15.9K	0.68%	46
2024 Q4	$2.99M	Buy	17,857 +638	+4%	+$109K	0.65%	47
2024 Q3	$2.98M	Hold	17,219	–	–	0.68%	44
2024 Q2	$2.84M	Buy	17,219 +26	+0.2%	+$4.25K	0.71%	42
2024 Q1	$2.79M	Buy	17,193 +579	+3%	+$90.8K	0.7%	45
2023 Q4	$2.43M	Hold	16,614	–	–	0.68%	45
2023 Q3	$2.42M	Buy	16,614 +823	+5%	+$126K	0.74%	42
2023 Q2	$2.4M	Buy	15,791 +70	+0.4%	+$10.6K	0.73%	42
2023 Q1	$2.34M	Buy	15,721 +914	+6%	+$131K	0.76%	41
2022 Q4	$2.23M	Buy	+14,807	New	+$2.08M	0.74%	44

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

LMG Wealth Partners's PG Position: Q2 2026 in Review

LMG Wealth Partners increased its Procter & Gamble (PG) stake by 1% in Q2 2026, buying an estimated $6.26K and bringing the position to 4,265 shares worth $625K. The position accounts for 0.1% of the portfolio, ranked #115.

LMG Wealth Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.06M in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

LMG Wealth Partners held 4,265 shares of Procter & Gamble worth $625K as of Q2 2026.
LMG Wealth Partners bought 43 Procter & Gamble shares in Q2 2026, an estimated $6.26K.
Procter & Gamble made up 0.1% of LMG Wealth Partners's portfolio in Q2 2026, its #115 holding.
LMG Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
LMG Wealth Partners's Procter & Gamble position peaked at $3.06M in Q1 2025.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.