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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
Q2 		$309K Sell
2,109
-14
-0.7% -$2.04K 0.06% 68
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lorne Steinberg Wealth Management's PG Position: Q2 2026 in Review

Lorne Steinberg Wealth Management reduced its Procter & Gamble (PG) stake by 0.66% in Q2 2026, selling an estimated $2.04K and leaving 2,109 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #68.

Lorne Steinberg Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $585K in Q1 2022. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lorne Steinberg Wealth Management held 2,109 shares of Procter & Gamble worth $309K as of Q2 2026.
  • Lorne Steinberg Wealth Management sold 14 Procter & Gamble shares in Q2 2026, an estimated $2.04K.
  • Procter & Gamble made up 0.06% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Lorne Steinberg Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Lorne Steinberg Wealth Management's Procter & Gamble position peaked at $585K in Q1 2022.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.