Lodestone Wealth Management
PG icon

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
Q3 		$254K Buy
1,750
+52
+3% +$7.62K 0.09% 166
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Lodestone Wealth Management's PG Position: Q3 2026 in Review

Lodestone Wealth Management increased its Procter & Gamble (PG) stake by 3.1% in Q3 2026, buying an estimated $7.62K and bringing the position to 1,750 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #166.

Lodestone Wealth Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $288K in Q2 2024. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Lodestone Wealth Management held 1,750 shares of Procter & Gamble worth $254K as of Q3 2026.
  • Lodestone Wealth Management bought 52 Procter & Gamble shares in Q3 2026, an estimated $7.62K.
  • Procter & Gamble made up 0.09% of Lodestone Wealth Management's portfolio in Q3 2026, its #166 holding.
  • Lodestone Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Procter & Gamble position peaked at $288K in Q2 2024.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.