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LWM Advisory Services’s Procter & Gamble PG Stock Holding History

LWM Advisory Services’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
2025
Q4 		– Sell
-2,806
Closed -$430K – 95
2025
Q3 		$430K Buy
2,806
+170
+6% +$26.6K 0.25% 65
2025
Q2 		$420K Sell
2,636
-171
-6% -$27.9K 0.29% 65
2025
Q1 		$478K Buy
2,807
+311
+12% +$52.1K 0.33% 57
2024
Q4 		$418K Buy
2,496
+103
+4% +$17.5K 0.29% 60
2024
Q3 		$415K Buy
2,393
+289
+14% +$49.1K 0.31% 63
2024
Q2 		$347K Sell
2,104
-264
-11% -$43.2K 0.29% 60
2024
Q1 		$384K Sell
2,368
-775
-25% -$122K 0.31% 60
2023
Q4 		$461K Buy
3,143
+66
+2% +$9.78K 0.4% 47
2023
Q3 		$449K Buy
3,077
+59
+2% +$9.01K 0.48% 39
2023
Q2 		$457K Buy
3,018
+66
+2% +$9.95K 0.48% 38
2023
Q1 		$439K Buy
2,952
+73
+3% +$10.4K 0.47% 41
2022
Q4 		$434K Sell
2,879
-2,788
-49% -$391K 0.48% 45
2022
Q3 		$720K Buy
5,667
+826
+17% +$117K 0.82% 32
2022
Q2 		$696K Buy
4,841
+1,458
+43% +$219K 0.83% 29
2022
Q1 		$518K Buy
3,383
+377
+13% +$59K 0.64% 43
2021
Q4 		$492K Buy
+3,006
New +$446K 0.61% 47

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LWM Advisory Services's PG Position: Q4 2025 in Review

LWM Advisory Services sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 2,806 shares — an estimated $430K sold.

LWM Advisory Services first reported a position in PG in Q4 2021 and held it in 16 quarters. The position peaked at $720K in Q3 2022. 4,036 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • LWM Advisory Services reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • LWM Advisory Services sold 2,806 Procter & Gamble shares in Q4 2025, an estimated $430K.
  • LWM Advisory Services first reported a position in Procter & Gamble in Q4 2021 and held it in 16 quarters.
  • LWM Advisory Services's Procter & Gamble position peaked at $720K in Q3 2022.
  • 4,036 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.