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Moody Lynn & Lieberson’s Procter & Gamble PG Stock Holding History

Moody Lynn & Lieberson’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 		$6.26M Sell
42,696
-3,764
-8% -$548K 0.33% 50
2026
Q1 		$6.71M Sell
46,460
-383
-0.8% -$58.1K 0.38% 45
2025
Q4 		$6.71M Sell
46,843
-860
-2% -$127K 0.36% 46
2025
Q3 		$7.33M Sell
47,703
-2,154
-4% -$336K 0.39% 47
2025
Q2 		$7.94M Sell
49,857
-2,008
-4% -$328K 0.46% 42
2025
Q1 		$8.84M Buy
51,865
+247
+0.5% +$41.4K 0.57% 40
2024
Q4 		$8.65M Sell
51,618
-4,133
-7% -$704K 0.53% 39
2024
Q3 		$9.66M Buy
55,751
+1,128
+2% +$191K 0.6% 38
2024
Q2 		$9.01M Buy
54,623
+37
+0.1% +$6.05K 0.59% 40
2024
Q1 		$8.86M Sell
54,586
-3,335
-6% -$523K 0.6% 38
2023
Q4 		$8.49M Sell
57,921
-1,096
-2% -$162K 0.65% 38
2023
Q3 		$8.61M Sell
59,017
-5,124
-8% -$783K 0.74% 38
2023
Q2 		$9.73M Sell
64,141
-13,525
-17% -$2.04M 0.79% 39
2023
Q1 		$11.5M Sell
77,666
-14,385
-16% -$2.06M 1.04% 33
2022
Q4 		$14M Sell
92,051
-9,262
-9% -$1.3M 1.28% 29
2022
Q3 		$12.8M Sell
101,313
-22,930
-18% -$3.26M 1.23% 31
2022
Q2 		$17.9M Sell
124,243
-7,798
-6% -$1.17M 1.61% 25
2022
Q1 		$20.2M Buy
132,041
+5,410
+4% +$846K 1.48% 27
2021
Q4 		$20.7M Buy
126,631
+12,876
+11% +$1.91M 1.39% 27
2021
Q3 		$15.9M Sell
113,755
-998
-0.9% -$141K 1.19% 29
2021
Q2 		$15.5M Sell
114,753
-12,388
-10% -$1.68M 1.17% 30
2021
Q1 		$17.2M Buy
127,141
+4,503
+4% +$588K 1.43% 26
2020
Q4 		$17.1M Buy
122,638
+4,649
+4% +$650K 1.46% 25
2020
Q3 		$16.4M Buy
117,989
+1,997
+2% +$265K 1.62% 18
2020
Q2 		$13.9M Sell
115,992
-14,089
-11% -$1.64M 1.51% 23
2020
Q1 		$14.3K Buy
130,081
+13,749
+12% +$1.65M 1.97% 15
2019
Q4 		$14.5M Buy
116,332
+16,816
+17% +$2.06M 1.4% 26
2019
Q3 		$12.4M Buy
99,516
+67,608
+212% +$7.99M 1.38% 24
2019
Q2 		$3.5M Buy
31,908
+12,806
+67% +$1.36M 0.38% 62
2019
Q1 		$1.99M Buy
19,102
+744
+4% +$72.4K 0.23% 76
2018
Q4 		$1.69M Sell
18,358
-618
-3% -$55.2K 0.23% 79
2018
Q3 		$1.58M Sell
18,976
-500
-3% -$40.9K 0.17% 89
2018
Q2 		$1.52M Sell
19,476
-4,997
-20% -$376K 0.18% 90
2018
Q1 		$1.94M Buy
24,473
+1,010
+4% +$84.2K 0.23% 77
2017
Q4 		$2.04M Sell
23,463
-7
-0% -$630 0.22% 80
2017
Q3 		$2.13M Hold
23,470
– – 0.26% 78
2017
Q2 		$2.04M Buy
23,470
+9,625
+70% +$848K 0.27% 72
2017
Q1 		$1.24M Buy
13,845
+2,850
+26% +$253K 0.17% 82
2016
Q4 		$924K Sell
10,995
-120
-1% -$10.2K 0.13% 93
2016
Q3 		$998K Sell
11,115
-44
-0.4% -$3.82K 0.17% 85
2016
Q2 		$945K Sell
11,159
-15,286
-58% -$1.25M 0.17% 74
2016
Q1 		$2.18M Buy
26,445
+13,470
+104% +$1.09M 0.34% 71
2015
Q4 		$1.03M Buy
12,975
+60
+0.5% +$4.58K 0.16% 89
2015
Q3 		$929K Buy
12,915
+700
+6% +$52.5K 0.18% 78
2015
Q2 		$956K Buy
12,215
+300
+3% +$24.1K 0.15% 96
2015
Q1 		$976K Hold
11,915
– – 0.16% 93
2014
Q4 		$1.08M Sell
11,915
-182
-2% -$16K 0.15% 100
2014
Q3 		$1.01M Sell
12,097
-1,173
-9% -$96.1K 0.15% 98
2014
Q2 		$1.04M Sell
13,270
-74,087
-85% -$5.97M 0.14% 101
2014
Q1 		$7.04M Buy
87,357
+744
+0.9% +$58.6K 1.02% 38
2013
Q4 		$7.05M Sell
86,613
-68,006
-44% -$5.54M 0.96% 41
2013
Q3 		$11.7M Sell
154,619
-13,750
-8% -$1.09M 1.81% 11
2013
Q2 		$13M Buy
+168,369
New +$13.2M 2.27% 7

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moody Lynn & Lieberson's PG Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Procter & Gamble (PG) stake by 8.1% in Q2 2026, selling an estimated $548K and leaving 42,696 shares worth $6.26M. The position accounts for 0.33% of the portfolio, ranked #50.

Moody Lynn & Lieberson first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.7M in Q4 2021. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Moody Lynn & Lieberson held 42,696 shares of Procter & Gamble worth $6.26M as of Q2 2026.
  • Moody Lynn & Lieberson sold 3,764 Procter & Gamble shares in Q2 2026, an estimated $548K.
  • Procter & Gamble made up 0.33% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #50 holding.
  • Moody Lynn & Lieberson first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's Procter & Gamble position peaked at $20.7M in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.