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 Q2	$249K	Buy	1,698 +21	+1%	+$3.06K	0.09%	167
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lodestone Wealth Management's PG Position: Q2 2026 in Review

Lodestone Wealth Management increased its Procter & Gamble (PG) stake by 1.3% in Q2 2026, buying an estimated $3.06K and bringing the position to 1,698 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #167.

Lodestone Wealth Management first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $288K in Q2 2024. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Lodestone Wealth Management held 1,698 shares of Procter & Gamble worth $249K as of Q2 2026.
Lodestone Wealth Management bought 21 Procter & Gamble shares in Q2 2026, an estimated $3.06K.
Procter & Gamble made up 0.09% of Lodestone Wealth Management's portfolio in Q2 2026, its #167 holding.
Lodestone Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's Procter & Gamble position peaked at $288K in Q2 2024.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.