Lynx Investment Advisory’s Procter & Gamble PG Stock Holding History

Lynx Investment Advisory’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 Q1	$464K	Buy	3,214 +529	+20%	+$80.2K	0.22%	102
2025 Q4	$385K	Sell	2,685 -52	-2%	-$7.67K	0.21%	111
2025 Q3	$420K	Buy	2,737 +26	+1%	+$4.06K	0.25%	88
2025 Q2	$432K	Buy	2,711 +15	+0.6%	+$2.45K	0.28%	81
2025 Q1	$459K	Buy	2,696 +21	+0.8%	+$3.52K	0.31%	72
2024 Q4	$448K	Sell	2,675 -370	-12%	-$63K	0.31%	76
2024 Q3	$527K	Buy	3,045 +83	+3%	+$14.1K	0.38%	63
2024 Q2	$488K	Buy	+2,962	New	+$484K	0.36%	56

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lynx Investment Advisory's PG Position: Q1 2026 in Review

Lynx Investment Advisory increased its Procter & Gamble (PG) stake by 20% in Q1 2026, buying an estimated $80.2K and bringing the position to 3,214 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #102.

Lynx Investment Advisory first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $527K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Lynx Investment Advisory held 3,214 shares of Procter & Gamble worth $464K as of Q1 2026.
Lynx Investment Advisory bought 529 Procter & Gamble shares in Q1 2026, an estimated $80.2K.
Procter & Gamble made up 0.22% of Lynx Investment Advisory's portfolio in Q1 2026, its #102 holding.
Lynx Investment Advisory first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
Lynx Investment Advisory's Procter & Gamble position peaked at $527K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.