LIG
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Lokken Investment Group’s Procter & Gamble PG Stock Holding History

Lokken Investment 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
2025
Q3 		$1.92M Sell
12,506
-84
-0.7% -$13.1K 0.66% 39
2025
Q2 		$2.01M Buy
12,590
+864
+7% +$141K 0.77% 33
2025
Q1 		$2M Sell
11,726
-230
-2% -$38.5K 0.84% 30
2024
Q4 		$2M Buy
11,956
+169
+1% +$28.8K 0.87% 33
2024
Q3 		$2.04M Buy
11,787
+572
+5% +$97.1K 0.85% 31
2024
Q2 		$1.85M Buy
11,215
+785
+8% +$128K 0.87% 28
2024
Q1 		$1.69M Buy
10,430
+293
+3% +$46K 0.84% 30
2023
Q4 		$1.49M Buy
10,137
+3,913
+63% +$580K 0.84% 27
2023
Q3 		$908K Buy
6,224
+342
+6% +$52.2K 0.6% 40
2023
Q2 		$893K Buy
5,882
+308
+6% +$46.4K 0.58% 40
2023
Q1 		$829K Buy
5,574
+76
+1% +$10.9K 0.63% 39
2022
Q4 		$833K Buy
5,498
+5
+0.1% +$701 0.66% 34
2022
Q3 		$694K Buy
5,493
+4
+0.1% +$568 0.6% 39
2022
Q2 		$789K Buy
5,489
+5
+0.1% +$751 0.64% 34
2022
Q1 		$881K Buy
5,484
+471
+9% +$73.7K 0.7% 33
2021
Q4 		$820K Buy
5,013
+553
+12% +$82.1K 0.58% 37
2021
Q3 		$624K Buy
4,460
+157
+4% +$22.3K 0.49% 45
2021
Q2 		$581K Sell
4,303
-241
-5% -$32.6K 0.47% 51
2021
Q1 		$615K Buy
4,544
+172
+4% +$22.4K 0.54% 45
2020
Q4 		$608K Buy
+4,372
New +$611K 0.56% 39

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lokken Investment Group's PG Position: Q3 2025 in Review

Lokken Investment Group reduced its Procter & Gamble (PG) stake by 0.67% in Q3 2025, selling an estimated $13.1K and leaving 12,506 shares worth $1.92M. The position accounts for 0.66% of the portfolio, ranked #39.

Lokken Investment Group first reported a position in PG in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.04M in Q3 2024. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Lokken Investment Group held 12,506 shares of Procter & Gamble worth $1.92M as of Q3 2025.
  • Lokken Investment Group sold 84 Procter & Gamble shares in Q3 2025, an estimated $13.1K.
  • Procter & Gamble made up 0.66% of Lokken Investment Group's portfolio in Q3 2025, its #39 holding.
  • Lokken Investment Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Procter & Gamble position peaked at $2.04M in Q3 2024.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.