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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$920K Buy
6,274
+21
+0.3% +$3.06K 0.24% 92
2026
Q1
$903K Sell
6,253
-3
-0% -$455 0.23% 98
2025
Q4
$898K Sell
6,256
-50
-0.8% -$7.37K 0.22% 95
2025
Q3
$969K Buy
6,306
+415
+7% +$64.8K 0.26% 79
2025
Q2
$939K Sell
5,891
-663
-10% -$108K 0.28% 75
2025
Q1
$1.12M Buy
6,554
+94
+1% +$15.7K 0.34% 65
2024
Q4
$1.08M Buy
6,460
+16
+0.2% +$2.73K 0.33% 68
2024
Q3
$1.12M Sell
6,444
-374
-5% -$63.5K 0.36% 61
2024
Q2
$1.12M Buy
6,818
+237
+4% +$38.7K 0.42% 54
2024
Q1
$1.07M Sell
6,581
-74
-1% -$11.6K 0.42% 52
2023
Q4
$994K Buy
+6,655
New +$986K 0.44% 51

Other funds holding PG

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

LongView Wealth Management increased its Procter & Gamble (PG) stake by 0.34% in Q2 2026, buying an estimated $3.06K and bringing the position to 6,274 shares worth $920K. The position accounts for 0.24% of the portfolio, ranked #92.

LongView Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q2 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LongView Wealth Management held 6,274 shares of Procter & Gamble worth $920K as of Q2 2026.
  • LongView Wealth Management bought 21 Procter & Gamble shares in Q2 2026, an estimated $3.06K.
  • Procter & Gamble made up 0.24% of LongView Wealth Management's portfolio in Q2 2026, its #92 holding.
  • LongView Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's Procter & Gamble position peaked at $1.12M in Q2 2024.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.