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Lynch & Associates’s Procter & Gamble PG Stock Holding History

Lynch & Associates’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
2026
Q2 		$12.6M Sell
85,971
-406
-0.5% -$59.1K 2.2% 12
2026
Q1 		$12.5M Sell
86,377
-632
-0.7% -$95.8K 2.34% 10
2025
Q4 		$12.5M Sell
87,009
-90
-0.1% -$13.3K 2.36% 11
2025
Q3 		$13.4M Sell
87,099
-1,029
-1% -$161K 2.58% 9
2025
Q2 		$14M Sell
88,128
-337
-0.4% -$55K 2.83% 6
2025
Q1 		$15.1M Sell
88,465
-1,034
-1% -$173K 3.26% 6
2024
Q4 		$15M Sell
89,499
-665
-0.7% -$113K 3.26% 5
2024
Q3 		$15.6M Sell
90,164
-550
-0.6% -$93.4K 3.3% 5
2024
Q2 		$15M Buy
90,714
+1,138
+1% +$186K 3.37% 4
2024
Q1 		$14.5M Sell
89,576
-2,600
-3% -$408K 3.36% 4
2023
Q4 		$13.5M Sell
92,176
-1,063
-1% -$157K 3.28% 5
2023
Q3 		$13.6M Sell
93,239
-1,513
-2% -$231K 3.59% 6
2023
Q2 		$14.4M Buy
94,752
+508
+0.5% +$76.6K 3.68% 5
2023
Q1 		$14M Sell
94,244
-386
-0.4% -$55.2K 3.68% 5
2022
Q4 		$14.3M Sell
94,630
-783
-0.8% -$110K 3.75% 4
2022
Q3 		$12M Sell
95,413
-1,693
-2% -$240K 3.52% 5
2022
Q2 		$14M Sell
97,106
-250
-0.3% -$37.6K 3.8% 3
2022
Q1 		$14.9M Buy
97,356
+237
+0.2% +$37.1K 3.6% 5
2021
Q4 		$15.9M Sell
97,119
-325
-0.3% -$48.3K 3.75% 5
2021
Q3 		$13.6M Sell
97,444
-804
-0.8% -$114K 3.53% 5
2021
Q2 		$13.3M Buy
98,248
+490
+0.5% +$66.3K 3.4% 5
2021
Q1 		$13.2M Sell
97,758
-1,413
-1% -$184K 3.57% 6
2020
Q4 		$13.8M Sell
99,171
-1,638
-2% -$229K 3.76% 5
2020
Q3 		$14M Sell
100,809
-803
-0.8% -$107K 4.2% 4
2020
Q2 		$12.2M Buy
101,612
+370
+0.4% +$43.1K 3.93% 6
2020
Q1 		$11.1M Sell
101,242
-187
-0.2% -$22.4K 4.09% 5
2019
Q4 		$12.7M Sell
101,429
-598
-0.6% -$73.2K 3.64% 5
2019
Q3 		$12.7M Sell
102,027
-690
-0.7% -$81.5K 3.88% 3
2019
Q2 		$11.3M Sell
102,717
-989
-1% -$105K 3.66% 4
2019
Q1 		$10.8M Buy
103,706
+521
+0.5% +$50.7K 3.58% 6
2018
Q4 		$9.48M Sell
103,185
-852
-0.8% -$76.2K 3.54% 5
2018
Q3 		$8.66M Buy
104,037
+10,211
+11% +$835K 2.92% 9
2018
Q2 		$7.32M Sell
93,826
-2,741
-3% -$206K 2.65% 11
2018
Q1 		$7.66M Buy
96,567
+1,258
+1% +$105K 2.93% 8
2017
Q4 		$8.76M Buy
95,309
+1,652
+2% +$149K 3.28% 7
2017
Q3 		$8.52M Buy
93,657
+4,740
+5% +$432K 3.39% 7
2017
Q2 		$7.75M Buy
88,917
+4,571
+5% +$403K 3.06% 7
2017
Q1 		$7.58M Buy
84,346
+3,651
+5% +$324K 3.09% 7
2016
Q4 		$6.79M Buy
80,695
+701
+0.9% +$59.7K 2.86% 8
2016
Q3 		$7.18M Sell
79,994
-305
-0.4% -$26.5K 3.16% 7
2016
Q2 		$6.8M Buy
80,299
+878
+1% +$72.1K 3.04% 6
2016
Q1 		$6.54M Buy
79,421
+4,620
+6% +$372K 3.11% 6
2015
Q4 		$5.94M Buy
74,801
+8,963
+14% +$685K 3.05% 7
2015
Q3 		$4.74M Buy
65,838
+1,676
+3% +$126K 2.62% 10
2015
Q2 		$5.02M Sell
64,162
-1,474
-2% -$119K 2.62% 10
2015
Q1 		$5.38M Buy
65,636
+1,456
+2% +$125K 2.83% 7
2014
Q4 		$5.85M Buy
64,180
+151
+0.2% +$13.3K 3.14% 6
2014
Q3 		$5.36M Buy
64,029
+3,802
+6% +$312K 3.01% 7
2014
Q2 		$4.73M Buy
60,227
+891
+2% +$71.8K 2.7% 7
2014
Q1 		$4.78M Sell
59,336
-94
-0.2% -$7.41K 2.82% 8
2013
Q4 		$4.84M Buy
59,430
+1,856
+3% +$151K 2.89% 6
2013
Q3 		$4.35M Buy
57,574
+1,998
+4% +$159K 2.9% 6
2013
Q2 		$4.28M Buy
+55,576
New +$4.36M 2.96% 6

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Lynch & Associates's PG Position: Q2 2026 in Review

Lynch & Associates reduced its Procter & Gamble (PG) stake by 0.47% in Q2 2026, selling an estimated $59.1K and leaving 85,971 shares worth $12.6M. The position accounts for 2.2% of the portfolio, ranked #12.

Lynch & Associates first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.9M in Q4 2021. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lynch & Associates held 85,971 shares of Procter & Gamble worth $12.6M as of Q2 2026.
  • Lynch & Associates sold 406 Procter & Gamble shares in Q2 2026, an estimated $59.1K.
  • Procter & Gamble made up 2.2% of Lynch & Associates's portfolio in Q2 2026, its #12 holding.
  • Lynch & Associates first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Procter & Gamble position peaked at $15.9M in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.