LRWM
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Lord & Richards Wealth Management’s Procter & Gamble PG Stock Holding History

Lord & Richards 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
2025
Q3 		– Sell
-1,758
Closed -$280K – 53
2025
Q2 		$280K Buy
+1,758
New +$287K 0.29% 51

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

Lord & Richards Wealth Management's PG Position: Q3 2025 in Review

Lord & Richards Wealth Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,758 shares — an estimated $280K sold.

Lord & Richards Wealth Management first reported a position in PG in Q2 2025 and held it in 1 quarter. The position peaked at $280K in Q2 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Lord & Richards Wealth Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,758 Procter & Gamble shares in Q3 2025, an estimated $280K.
  • Lord & Richards Wealth Management first reported a position in Procter & Gamble in Q2 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Procter & Gamble position peaked at $280K in Q2 2025.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.