Lodestone Wealth Management’s Procter & Gamble PG Stock Holding History

Lodestone Wealth 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	$242K	Sell	1,677 -1	-0.1%	-$152	0.1%	159
2025 Q4	$241K	Buy	1,678 +10	+0.6%	+$1.47K	0.1%	157
2025 Q3	$256K	Buy	1,668 +600	+56%	+$93.7K	0.12%	154
2025 Q2	$256K	Sell	1,068 -563	-35%	-$91.9K	0.12%	143
2025 Q1	$278K	Buy	1,631 +10	+0.6%	+$1.68K	0.15%	126
2024 Q4	$272K	Hold	1,621	–	–	0.14%	124
2024 Q3	$281K	Sell	1,621 -124	-7%	-$21.1K	0.14%	117
2024 Q2	$288K	Buy	1,745 +29	+2%	+$4.74K	0.15%	123
2024 Q1	$278K	Sell	1,716 -91	-5%	-$14.3K	0.15%	126
2023 Q4	$265K	Buy	1,807 +10	+0.6%	+$1.48K	0.15%	127
2023 Q3	$262K	Buy	1,797 +23	+1%	+$3.51K	0.18%	114
2023 Q2	$269K	Buy	+1,774	New	+$267K	0.18%	115
2023 Q1	–	Sell	-1,689	Closed	-$256K	–	127
2022 Q4	$256K	Buy	+1,689	New	+$237K	0.21%	106

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

Lodestone Wealth Management's PG Position: Q1 2026 in Review

Lodestone Wealth Management reduced its Procter & Gamble (PG) stake by 0.06% in Q1 2026, selling an estimated $152 and leaving 1,677 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #159.

Lodestone Wealth Management first reported a position in PG in Q4 2022 and has held it in 13 quarters since. The position peaked at $288K in Q2 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Lodestone Wealth Management held 1,677 shares of Procter & Gamble worth $242K as of Q1 2026.
Lodestone Wealth Management sold 1 Procter & Gamble share in Q1 2026, an estimated $152.
Procter & Gamble made up 0.1% of Lodestone Wealth Management's portfolio in Q1 2026, its #159 holding.
Lodestone Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
Lodestone Wealth Management's Procter & Gamble position peaked at $288K in Q2 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.