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Twin Lakes Capital Management’s Procter & Gamble PG Stock Holding History

Twin Lakes Capital Management’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 		$793K Sell
7,293
-88
-1% -$13.3K 0.36% 41
2025
Q4 		$792K Sell
7,381
-373
-5% -$55K 0.35% 45
2025
Q3 		$892K Buy
7,754
+7
+0.1% +$1.09K 0.41% 41
2025
Q2 		$1M Sell
7,747
-288
-4% -$47K 0.61% 38
2025
Q1 		$1.05M Sell
8,035
-360
-4% -$60.3K 0.71% 34
2024
Q4 		$1.09M Buy
8,395
+7
+0.1% +$1.19K 0.7% 34
2024
Q3 		$1.04M Buy
8,388
+8
+0.1% +$1.36K 0.67% 35
2024
Q2 		$932K Buy
8,380
+8
+0.1% +$1.31K 0.64% 36
2024
Q1 		$954K Buy
8,372
+7
+0.1% +$1.1K 0.64% 35
2023
Q4 		$847K Buy
8,365
+8
+0.1% +$1.19K 0.58% 37
2023
Q3 		$844K Buy
8,357
+8
+0.1% +$1.22K 0.62% 36
2023
Q2 		$939K Buy
8,349
+7
+0.1% +$1.05K 0.67% 35
2023
Q1 		$886K Buy
8,342
+8
+0.1% +$1.14K 0.66% 37
2022
Q4 		$821K Buy
8,334
+8
+0.1% +$1.12K 0.63% 35
2022
Q3 		$720K Sell
8,326
-17,517
-68% -$2.49M 0.58% 40
2022
Q2 		$3.54M Buy
25,843
+21,837
+545% +$3.28M 2.56% 11
2022
Q1 		$612K Buy
4,006
+6
+0.2% +$939 0.35% 53
2021
Q4 		$654K Buy
4,000
+8
+0.2% +$1.19K 0.35% 52
2021
Q3 		$558K Buy
3,992
+929
+30% +$132K 0.33% 53
2021
Q2 		$413K Sell
3,063
-43
-1% -$5.82K 0.23% 61
2021
Q1 		$421K Sell
3,106
-896
-22% -$117K 0.26% 60
2020
Q4 		$557K Buy
+4,002
New +$559K 0.4% 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

Twin Lakes Capital Management's PG Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its Procter & Gamble (PG) stake by 1.2% in Q1 2026, selling an estimated $13.3K and leaving 7,293 shares worth $793K. The position accounts for 0.36% of the portfolio, ranked #41.

Twin Lakes Capital Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.54M in Q2 2022. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Twin Lakes Capital Management held 7,293 shares of Procter & Gamble worth $793K as of Q1 2026.
  • Twin Lakes Capital Management sold 88 Procter & Gamble shares in Q1 2026, an estimated $13.3K.
  • Procter & Gamble made up 0.36% of Twin Lakes Capital Management's portfolio in Q1 2026, its #41 holding.
  • Twin Lakes Capital Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Twin Lakes Capital Management's Procter & Gamble position peaked at $3.54M in Q2 2022.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.