Lodestar Private Asset Management’s Procter & Gamble PG Stock Holding History

Lodestar Private Asset Management’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	$599K	Sell	4,144 -212	-5%	-$32.1K	0.06%	141
2025 Q4	$624K	Buy	4,356 +534	+14%	+$78.7K	0.06%	136
2025 Q3	$587K	Buy	3,822 +525	+16%	+$82K	0.06%	141
2025 Q2	$525K	Sell	3,297 -820	-20%	-$134K	0.06%	137
2025 Q1	$702K	Sell	4,117 -216	-5%	-$36.2K	0.09%	116
2024 Q4	$726K	Sell	4,333 -58	-1%	-$9.88K	0.09%	115
2024 Q3	$760K	Sell	4,391 -100	-2%	-$17K	0.1%	113
2024 Q2	$741K	Buy	4,491 +33	+0.7%	+$5.39K	0.1%	111
2024 Q1	$723K	Sell	4,458 -334	-7%	-$52.4K	0.1%	109
2023 Q4	$702K	Sell	4,792 -198	-4%	-$29.3K	0.11%	111
2023 Q3	$728K	Buy	4,990 +35	+0.7%	+$5.35K	0.12%	104
2023 Q2	$752K	Sell	4,955 -10	-0.2%	-$1.51K	0.13%	102
2023 Q1	$738K	Buy	4,965 +283	+6%	+$40.5K	0.13%	103
2022 Q4	$710K	Buy	+4,682	New	+$656K	0.14%	101

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

Lodestar Private Asset Management's PG Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Procter & Gamble (PG) stake by 4.9% in Q1 2026, selling an estimated $32.1K and leaving 4,144 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #141.

Lodestar Private Asset Management first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $760K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Lodestar Private Asset Management held 4,144 shares of Procter & Gamble worth $599K as of Q1 2026.
Lodestar Private Asset Management sold 212 Procter & Gamble shares in Q1 2026, an estimated $32.1K.
Procter & Gamble made up 0.06% of Lodestar Private Asset Management's portfolio in Q1 2026, its #141 holding.
Lodestar Private Asset Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Procter & Gamble position peaked at $760K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.