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Lorne Steinberg Wealth Management’s Procter & Gamble PG Stock Holding History

Lorne Steinberg 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
Q1 		$307K Sell
2,123
-500
-19% -$75.8K 0.07% 63
2025
Q4 		$376K Buy
2,623
+68
+3% +$10K 0.09% 59
2025
Q3 		$393K Hold
2,555
– – 0.09% 61
2025
Q2 		$407K Hold
2,555
– – 0.11% 62
2025
Q1 		$435K Buy
2,555
+158
+7% +$26.5K 0.13% 61
2024
Q4 		$402K Sell
2,397
-125
-5% -$21.3K 0.12% 59
2024
Q3 		$437K Hold
2,522
– – 0.13% 59
2024
Q2 		$416K Sell
2,522
-686
-21% -$112K 0.13% 61
2024
Q1 		$520K Buy
3,208
+34
+1% +$5.33K 0.16% 60
2023
Q4 		$465K Sell
3,174
-150
-5% -$22.2K 0.16% 61
2023
Q3 		$485K Hold
3,324
– – 0.19% 59
2023
Q2 		$504K Hold
3,324
– – 0.19% 56
2023
Q1 		$494K Hold
3,324
– – 0.2% 55
2022
Q4 		$504K Sell
3,324
-72
-2% -$10.1K 0.22% 57
2022
Q3 		$429K Buy
3,396
+66
+2% +$9.38K 0.21% 53
2022
Q2 		$479K Sell
3,330
-500
-13% -$75.1K 0.23% 52
2022
Q1 		$585K Buy
3,830
+500
+15% +$78.2K 0.27% 49
2021
Q4 		$545K Sell
3,330
-450
-12% -$66.8K 0.23% 49
2021
Q3 		$528K Sell
3,780
-200
-5% -$28.3K 0.26% 50
2021
Q2 		$537K Hold
3,980
– – 0.26% 49
2021
Q1 		$539K Hold
3,980
– – 0.29% 48
2020
Q4 		$556K Buy
+3,980
New +$556K 0.35% 48

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lorne Steinberg Wealth Management's PG Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Procter & Gamble (PG) stake by 19% in Q1 2026, selling an estimated $75.8K and leaving 2,123 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #63.

Lorne Steinberg Wealth Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $585K in Q1 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Lorne Steinberg Wealth Management held 2,123 shares of Procter & Gamble worth $307K as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 500 Procter & Gamble shares in Q1 2026, an estimated $75.8K.
  • Procter & Gamble made up 0.07% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Lorne Steinberg Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Lorne Steinberg Wealth Management's Procter & Gamble position peaked at $585K in Q1 2022.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.