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 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 $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

LMG Wealth Partners's PG Position: Q1 2026 in Review

LMG Wealth Partners held its Procter & Gamble (PG) position steady in Q1 2026 at 4,222 shares worth $610K. The position accounts for 0.11% of the portfolio, ranked #108.

LMG Wealth Partners first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.06M in Q1 2025. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

LMG Wealth Partners held 4,222 shares of Procter & Gamble worth $610K as of Q1 2026.
LMG Wealth Partners left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.11% of LMG Wealth Partners's portfolio in Q1 2026, its #108 holding.
LMG Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Procter & Gamble position peaked at $3.06M in Q1 2025.
3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.