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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
Q2 		$793K Buy
5,406
+2,192
+68% +$319K 0.26% 95
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lynx Investment Advisory's PG Position: Q2 2026 in Review

Lynx Investment Advisory increased its Procter & Gamble (PG) stake by 68% in Q2 2026, buying an estimated $319K and bringing the position to 5,406 shares worth $793K. The position accounts for 0.26% of the portfolio, ranked #95.

Lynx Investment Advisory first reported a position in PG in Q2 2024 and has held it in 9 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lynx Investment Advisory held 5,406 shares of Procter & Gamble worth $793K as of Q2 2026.
  • Lynx Investment Advisory bought 2,192 Procter & Gamble shares in Q2 2026, an estimated $319K.
  • Procter & Gamble made up 0.26% of Lynx Investment Advisory's portfolio in Q2 2026, its #95 holding.
  • Lynx Investment Advisory first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.