LPL Financial
PG icon

LPL Financial’s Procter & Gamble PG Stock Holding History

LPL Financial’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
2019
Q2 		– Sell
-3,500
Closed -$364K – 3325
2019
Q1 		$364K Buy
+3,500
New +$341K ﹤0.01% 2478

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

LPL Financial's PG Position: Q1 2026 in Review

LPL Financial increased its Procter & Gamble (PG) stake by 3.7% in Q1 2026, buying an estimated $22.6M and bringing the position to 4,151,054 shares worth $600M. The position accounts for 0.16% of the portfolio, ranked #129.

LPL Financial first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $616M in Q3 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • LPL Financial held 4,151,054 shares of Procter & Gamble worth $600M as of Q1 2026.
  • LPL Financial bought 149,055 Procter & Gamble shares in Q1 2026, an estimated $22.6M.
  • Procter & Gamble made up 0.16% of LPL Financial's portfolio in Q1 2026, its #129 holding.
  • LPL Financial first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Procter & Gamble position peaked at $616M in Q3 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.