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Lockerman Financial Group’s Procter & Gamble PG Stock Holding History

Lockerman Financial Group’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 		$341K Buy
2,326
+42
+2% +$6.11K 0.52% 54
2026
Q1 		$330K Buy
2,284
+210
+10% +$31.8K 0.59% 52
2025
Q4 		$297K Sell
2,074
-536
-21% -$79K 0.57% 58
2025
Q3 		$401K Buy
2,610
+178
+7% +$27.8K 0.51% 54
2025
Q2 		$387K Sell
2,432
-117
-5% -$19.1K 0.52% 59
2025
Q1 		$434K Buy
2,549
+4
+0.2% +$670 0.66% 43
2024
Q4 		$427K Sell
2,545
-1,603
-39% -$273K 0.73% 42
2024
Q3 		$719K Buy
4,148
+115
+3% +$19.5K 1.22% 24
2024
Q2 		$665K Sell
4,033
-14
-0.3% -$2.29K 1.21% 23
2024
Q1 		$657K Buy
4,047
+9
+0.2% +$1.41K 1.26% 18
2023
Q4 		$592K Sell
4,038
-46
-1% -$6.81K 1.37% 19
2023
Q3 		$596K Sell
4,084
-746
-15% -$114K 1.6% 16
2023
Q2 		$733K Buy
4,830
+55
+1% +$8.29K 2.04% 11
2023
Q1 		$710K Sell
4,775
-6
-0.1% -$858 1.95% 14
2022
Q4 		$725K Buy
4,781
+122
+3% +$17.1K 2.11% 14
2022
Q3 		$588K Buy
4,659
+304
+7% +$43.2K 1.69% 17
2022
Q2 		$626K Buy
4,355
+142
+3% +$21.3K 2% 14
2022
Q1 		$644K Buy
4,213
+47
+1% +$7.35K 1.74% 12
2021
Q4 		$681K Buy
+4,166
New +$619K 1.78% 12

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

Lockerman Financial Group's PG Position: Q2 2026 in Review

Lockerman Financial Group increased its Procter & Gamble (PG) stake by 1.8% in Q2 2026, buying an estimated $6.11K and bringing the position to 2,326 shares worth $341K. The position accounts for 0.52% of the portfolio, ranked #54.

Lockerman Financial Group first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $733K in Q2 2023. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lockerman Financial Group held 2,326 shares of Procter & Gamble worth $341K as of Q2 2026.
  • Lockerman Financial Group bought 42 Procter & Gamble shares in Q2 2026, an estimated $6.11K.
  • Procter & Gamble made up 0.52% of Lockerman Financial Group's portfolio in Q2 2026, its #54 holding.
  • Lockerman Financial Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Procter & Gamble position peaked at $733K in Q2 2023.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.