Lyell Wealth Management’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
Q1 | $833K | Sell |
5,768
-211
| -4% | -$32K | 0.06% | 125 |
|
|
2025
Q4 | $857K | Buy |
5,979
+168
| +3% | +$24.8K | 0.06% | 122 |
|
|
2025
Q3 | $893K | Hold |
5,811
| – | – | 0.07% | 125 |
|
|
2025
Q2 | $926K | Buy |
5,811
+1,950
| +51% | +$318K | 0.07% | 125 |
|
|
2025
Q1 | $658K | Sell |
3,861
-575
| -13% | -$96.3K | 0.06% | 133 |
|
|
2024
Q4 | $744K | Buy |
4,436
+50
| +1% | +$8.52K | 0.07% | 126 |
|
|
2024
Q3 | $760K | Hold |
4,386
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $723K | Buy |
4,386
+457
| +12% | +$74.7K | 0.07% | 120 |
|
|
2024
Q1 | $637K | Sell |
3,929
-552
| -12% | -$86.6K | 0.06% | 126 |
|
|
2023
Q4 | $657K | Buy |
4,481
+1,811
| +68% | +$268K | 0.07% | 121 |
|
|
2023
Q3 | $389K | Sell |
2,670
-173
| -6% | -$26.4K | 0.05% | 136 |
|
|
2023
Q2 | $431K | Hold |
2,843
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $423K | Sell |
2,843
-1,135
| -29% | -$162K | 0.06% | 147 |
|
|
2022
Q4 | $603K | Buy |
3,978
+287
| +8% | +$40.2K | 0.1% | 128 |
|
|
2022
Q3 | $466K | Sell |
3,691
-678
| -16% | -$96.3K | 0.08% | 131 |
|
|
2022
Q2 | $628K | Buy |
4,369
+130
| +3% | +$19.5K | 0.1% | 122 |
|
|
2022
Q1 | $648K | Buy |
4,239
+115
| +3% | +$18K | 0.08% | 127 |
|
|
2021
Q4 | $675K | Buy |
4,124
+42
| +1% | +$6.24K | 0.08% | 122 |
|
|
2021
Q3 | $571K | Sell |
4,082
-225
| -5% | -$31.9K | 0.07% | 127 |
|
|
2021
Q2 | $581K | Buy |
4,307
+494
| +13% | +$66.8K | 0.07% | 128 |
|
|
2021
Q1 | $516K | Sell |
3,813
-71
| -2% | -$9.26K | 0.08% | 129 |
|
|
2020
Q4 | $540K | Buy |
3,884
+743
| +24% | +$104K | 0.09% | 109 |
|
|
2020
Q3 | $437K | Buy |
3,141
+343
| +12% | +$45.5K | 0.08% | 99 |
|
|
2020
Q2 | $335K | Buy |
2,798
+28
| +1% | +$3.27K | 0.07% | 103 |
|
|
2020
Q1 | $305K | Buy |
2,770
+7
| +0.3% | +$840 | 0.09% | 98 |
|
|
2019
Q4 | $345K | Buy |
2,763
+4
| +0.1% | +$489 | 0.09% | 97 |
|
|
2019
Q3 | $343K | Sell |
2,759
-45
| -2% | -$5.32K | 0.1% | 95 |
|
|
2019
Q2 | $307K | Sell |
2,804
-800
| -22% | -$85.3K | 0.09% | 103 |
|
|
2019
Q1 | $375K | Sell |
3,604
-590
| -14% | -$57.4K | 0.13% | 95 |
|
|
2018
Q4 | $386K | Sell |
4,194
-30
| -0.7% | -$2.68K | 0.16% | 88 |
|
|
2018
Q3 | $352K | Hold |
4,224
| – | – | 0.12% | 95 |
|
|
2018
Q2 | $330K | Buy |
4,224
+1,115
| +36% | +$83.9K | 0.12% | 93 |
|
|
2018
Q1 | $246K | Buy |
3,109
+385
| +14% | +$32.1K | 0.09% | 99 |
|
|
2017
Q4 | $250K | Sell |
2,724
-251
| -8% | -$22.6K | 0.1% | 97 |
|
|
2017
Q3 | $271K | Sell |
2,975
-100
| -3% | -$9.1K | 0.12% | 95 |
|
|
2017
Q2 | $268K | Sell |
3,075
-100
| -3% | -$8.81K | 0.13% | 92 |
|
|
2017
Q1 | $285K | Sell |
3,175
-9,015
| -74% | -$799K | 0.15% | 87 |
|
|
2016
Q4 | $1.02M | Buy |
+12,190
| New | +$1.04M | 0.64% | 57 |
|
Other funds holding PG
VCM
VPM
Lyell Wealth Management's PG Position: Q1 2026 in Review
Lyell Wealth Management reduced its Procter & Gamble (PG) stake by 3.5% in Q1 2026, selling an estimated $32K and leaving 5,768 shares worth $833K. The position accounts for 0.06% of the portfolio, ranked #125.
Lyell Wealth Management first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.02M in Q4 2016. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Lyell Wealth Management held 5,768 shares of Procter & Gamble worth $833K as of Q1 2026.
- Lyell Wealth Management sold 211 Procter & Gamble shares in Q1 2026, an estimated $32K.
- Procter & Gamble made up 0.06% of Lyell Wealth Management's portfolio in Q1 2026, its #125 holding.
- Lyell Wealth Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Procter & Gamble position peaked at $1.02M in Q4 2016.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.