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 Q2	$1M	Buy	6,934 +2,953	+74%	+$430K	0.74%	42
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RD Lewis Holdings's PG Position: Q2 2026 in Review

RD Lewis Holdings increased its Procter & Gamble (PG) stake by 74% in Q2 2026, buying an estimated $430K and bringing the position to 6,934 shares worth $1M. The position accounts for 0.74% of the portfolio, ranked #42.

RD Lewis Holdings first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

RD Lewis Holdings held 6,934 shares of Procter & Gamble worth $1M as of Q2 2026.
RD Lewis Holdings bought 2,953 Procter & Gamble shares in Q2 2026, an estimated $430K.
Procter & Gamble made up 0.74% of RD Lewis Holdings's portfolio in Q2 2026, its #42 holding.
RD Lewis Holdings first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.