RLH
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RD Lewis Holdings’s Procter & Gamble PG Stock Holding History

RD Lewis Holdings’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 		$584K Hold
3,981
– – 0.51% 47
2025
Q4 		$618K Buy
3,981
+1,020
+34% +$150K 0.53% 46
2025
Q3 		$438K Sell
2,961
-12
-0.4% -$1.87K 0.41% 54
2025
Q2 		$456K Sell
2,973
-25
-0.8% -$4.08K 0.46% 54
2025
Q1 		$481K Buy
2,998
+148
+5% +$24.8K 0.54% 45
2024
Q4 		$479K Buy
+2,850
New +$485K 0.53% 49

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RD Lewis Holdings's PG Position: Q1 2026 in Review

RD Lewis Holdings held its Procter & Gamble (PG) position steady in Q1 2026 at 3,981 shares worth $584K. The position accounts for 0.51% of the portfolio, ranked #47.

RD Lewis Holdings first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $618K in Q4 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • RD Lewis Holdings held 3,981 shares of Procter & Gamble worth $584K as of Q1 2026.
  • RD Lewis Holdings left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.51% of RD Lewis Holdings's portfolio in Q1 2026, its #47 holding.
  • RD Lewis Holdings first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Procter & Gamble position peaked at $618K in Q4 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.