LVW Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $613K | Buy |
4,182
+482
| +13% | +$70.2K | 0.05% | 202 |
|
|
2026
Q1 | $534K | Sell |
3,700
-626
| -14% | -$94.9K | 0.05% | 202 |
|
|
2025
Q4 | $620K | Sell |
4,326
-802
| -16% | -$118K | 0.06% | 162 |
|
|
2025
Q3 | $788K | Sell |
5,128
-1,825
| -26% | -$285K | 0.08% | 123 |
|
|
2025
Q2 | $1.11M | Sell |
6,953
-482
| -6% | -$78.7K | 0.12% | 100 |
|
|
2025
Q1 | $1.27M | Sell |
7,435
-400
| -5% | -$67K | 0.15% | 86 |
|
|
2024
Q4 | $1.31M | Sell |
7,835
-423
| -5% | -$72K | 0.16% | 90 |
|
|
2024
Q3 | $1.43M | Sell |
8,258
-94
| -1% | -$16K | 0.18% | 87 |
|
|
2024
Q2 | $1.38M | Sell |
8,352
-145
| -2% | -$23.7K | 0.2% | 78 |
|
|
2024
Q1 | $1.38M | Sell |
8,497
-1,736
| -17% | -$272K | 0.23% | 73 |
|
|
2023
Q4 | $1.5M | Sell |
10,233
-5,059
| -33% | -$749K | 0.28% | 59 |
|
|
2023
Q3 | $2.23M | Sell |
15,292
-5,708
| -27% | -$872K | 0.46% | 46 |
|
|
2023
Q2 | $3.19M | Sell |
21,000
-1,165
| -5% | -$176K | 0.61% | 43 |
|
|
2023
Q1 | $3.3M | Buy |
22,165
+176
| +0.8% | +$25.2K | 0.64% | 44 |
|
|
2022
Q4 | $3.33M | Sell |
21,989
-9
| -0% | -$1.26K | 0.68% | 43 |
|
|
2022
Q3 | $2.78M | Sell |
21,998
-2,029
| -8% | -$288K | 0.62% | 47 |
|
|
2022
Q2 | $3.46M | Buy |
24,027
+314
| +1% | +$47.2K | 0.7% | 42 |
|
|
2022
Q1 | $3.62M | Buy |
23,713
+2,154
| +10% | +$337K | 0.61% | 46 |
|
|
2021
Q4 | $3.53M | Sell |
21,559
-1,317
| -6% | -$196K | 0.6% | 45 |
|
|
2021
Q3 | $3.2M | Buy |
22,876
+587
| +3% | +$83.2K | 0.55% | 49 |
|
|
2021
Q2 | $3.01M | Buy |
22,289
+146
| +0.7% | +$19.8K | 0.53% | 52 |
|
|
2021
Q1 | $3M | Buy |
22,143
+1,981
| +10% | +$258K | 0.58% | 50 |
|
|
2020
Q4 | $2.81M | Buy |
+20,162
| New | +$2.82M | 0.56% | 48 |
|
|
2020
Q2 | – | Sell |
-2,667
| Closed | -$293K | – | 206 |
|
|
2020
Q1 | $293K | Buy |
2,667
+944
| +55% | +$113K | 0.08% | 119 |
|
|
2019
Q4 | $215K | Buy |
+1,723
| New | +$211K | 0.05% | 172 |
|
|
2017
Q4 | – | Sell |
-2,979
| Closed | -$271K | – | 140 |
|
|
2017
Q3 | $271K | Sell |
2,979
-28,168
| -90% | -$2.56M | 0.11% | 121 |
|
|
2017
Q2 | $2.71M | Sell |
31,147
-586
| -2% | -$51.7K | 0.95% | 24 |
|
|
2017
Q1 | $2.85M | Sell |
31,733
-1,717
| -5% | -$152K | 1.02% | 24 |
|
|
2016
Q4 | $2.81M | Buy |
33,450
+664
| +2% | +$56.6K | 0.98% | 25 |
|
|
2016
Q3 | $2.94M | Buy |
32,786
+1,400
| +4% | +$122K | 0.96% | 23 |
|
|
2016
Q2 | $2.66M | Sell |
31,386
-2,399
| -7% | -$197K | 1% | 27 |
|
|
2016
Q1 | $2.78M | Buy |
33,785
+1,447
| +4% | +$117K | 0.89% | 26 |
|
|
2015
Q4 | $2.57M | Buy |
32,338
+1,031
| +3% | +$78.8K | 1.01% | 27 |
|
|
2015
Q3 | $2.25M | Buy |
31,307
+1,502
| +5% | +$113K | 1.04% | 27 |
|
|
2015
Q2 | $2.33M | Buy |
29,805
+772
| +3% | +$62.1K | 0.99% | 29 |
|
|
2015
Q1 | $2.38M | Buy |
29,033
+801
| +3% | +$68.9K | 1.13% | 25 |
|
|
2014
Q4 | $2.57M | Buy |
+28,232
| New | +$2.48M | 1.42% | 23 |
|
Other funds holding PG
JIC
RG
LVW Advisors's PG Position: Q2 2026 in Review
LVW Advisors increased its Procter & Gamble (PG) stake by 13% in Q2 2026, buying an estimated $70.2K and bringing the position to 4,182 shares worth $613K. The position accounts for 0.05% of the portfolio, ranked #202.
LVW Advisors first reported a position in PG in Q4 2014 and has held it in 37 quarters since. The position peaked at $3.62M in Q1 2022. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- LVW Advisors held 4,182 shares of Procter & Gamble worth $613K as of Q2 2026.
- LVW Advisors bought 482 Procter & Gamble shares in Q2 2026, an estimated $70.2K.
- Procter & Gamble made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #202 holding.
- LVW Advisors first reported a position in Procter & Gamble in Q4 2014 and has held it in 37 quarters since.
- LVW Advisors's Procter & Gamble position peaked at $3.62M in Q1 2022.
- 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.