LPL Financial’s Procter & Gamble PG Stock Holding History

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

LPL Financial's PG Position: Q2 2026 in Review

LPL Financial increased its Procter & Gamble (PG) stake by 1.3% in Q2 2026, buying an estimated $7.83M and bringing the position to 4,204,862 shares worth $617M. The position accounts for 0.14% of the portfolio, ranked #146.

LPL Financial first reported a position in PG in Q2 2013 and has held it in 53 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LPL Financial held 4,204,862 shares of Procter & Gamble worth $617M as of Q2 2026.
  • LPL Financial bought 53,808 Procter & Gamble shares in Q2 2026, an estimated $7.83M.
  • Procter & Gamble made up 0.14% of LPL Financial's portfolio in Q2 2026, its #146 holding.
  • LPL Financial first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.