White Lighthouse Investment Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $490K | Sell |
3,344
-1,983
| -37% | -$289K | 0.06% | 109 |
|
|
2026
Q1 | $769K | Buy |
5,327
+22
| +0.4% | +$3.33K | 0.11% | 88 |
|
|
2025
Q4 | $760K | Buy |
5,305
+29
| +0.5% | +$4.28K | 0.11% | 86 |
|
|
2025
Q3 | $811K | Buy |
5,276
+201
| +4% | +$31.4K | 0.12% | 77 |
|
|
2025
Q2 | $809K | Sell |
5,075
-29
| -0.6% | -$4.73K | 0.13% | 74 |
|
|
2025
Q1 | $870K | Buy |
5,104
+1,053
| +26% | +$176K | 0.16% | 73 |
|
|
2024
Q4 | $679K | Hold |
4,051
| – | – | 0.12% | 76 |
|
|
2024
Q3 | $702K | Buy |
4,051
+18
| +0.4% | +$3.06K | 0.13% | 77 |
|
|
2024
Q2 | $665K | Buy |
4,033
+3
| +0.1% | +$490 | 0.13% | 76 |
|
|
2024
Q1 | $654K | Sell |
4,030
-58
| -1% | -$9.1K | 0.13% | 77 |
|
|
2023
Q4 | $599K | Buy |
4,088
+2
| +0% | +$296 | 0.13% | 76 |
|
|
2023
Q3 | $596K | Sell |
4,086
-2
| -0% | -$305 | 0.14% | 76 |
|
|
2023
Q2 | $620K | Hold |
4,088
| – | – | 0.15% | 76 |
|
|
2023
Q1 | $608K | Buy |
4,088
+1
| +0% | +$143 | 0.15% | 78 |
|
|
2022
Q4 | $619K | Buy |
4,087
+1
| +0% | +$140 | 0.17% | 75 |
|
|
2022
Q3 | $516K | Sell |
4,086
-110
| -3% | -$15.6K | 0.15% | 75 |
|
|
2022
Q2 | $603K | Sell |
4,196
-21
| -0.5% | -$3.16K | 0.17% | 70 |
|
|
2022
Q1 | $644K | Sell |
4,217
-260
| -6% | -$40.7K | 0.16% | 73 |
|
|
2021
Q4 | $732K | Buy |
4,477
+21
| +0.5% | +$3.12K | 0.18% | 69 |
|
|
2021
Q3 | $623K | Sell |
4,456
-168
| -4% | -$23.8K | 0.17% | 74 |
|
|
2021
Q2 | $624K | Buy |
4,624
+110
| +2% | +$14.9K | 0.17% | 72 |
|
|
2021
Q1 | $611K | Sell |
4,514
-170
| -4% | -$22.2K | 0.19% | 70 |
|
|
2020
Q4 | $652K | Hold |
4,684
| – | – | 0.21% | 69 |
|
|
2020
Q3 | $651K | Hold |
4,684
| – | – | 0.23% | 68 |
|
|
2020
Q2 | $560K | Sell |
4,684
-315
| -6% | -$36.7K | 0.21% | 70 |
|
|
2020
Q1 | $550K | Buy |
4,999
+102
| +2% | +$12.2K | 0.23% | 70 |
|
|
2019
Q4 | $612K | Buy |
4,897
+170
| +4% | +$20.8K | 0.22% | 72 |
|
|
2019
Q3 | $588K | Buy |
4,727
+2
| +0% | +$236 | 0.24% | 70 |
|
|
2019
Q2 | $518K | Sell |
4,725
-11
| -0.2% | -$1.17K | 0.22% | 77 |
|
|
2019
Q1 | $493K | Sell |
4,736
-396
| -8% | -$38.5K | 0.23% | 75 |
|
|
2018
Q4 | $472K | Buy |
5,132
+311
| +6% | +$27.8K | 0.26% | 72 |
|
|
2018
Q3 | $401K | Buy |
4,821
+2
| +0% | +$164 | 0.2% | 76 |
|
|
2018
Q2 | $376K | Sell |
4,819
-542
| -10% | -$40.8K | 0.21% | 84 |
|
|
2018
Q1 | $425K | Sell |
5,361
-98
| -2% | -$8.17K | 0.24% | 77 |
|
|
2017
Q4 | $502K | Buy |
+5,459
| New | +$491K | 0.29% | 73 |
|
Other funds holding PG
White Lighthouse Investment Management's PG Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its Procter & Gamble (PG) stake by 37% in Q2 2026, selling an estimated $289K and leaving 3,344 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #109.
White Lighthouse Investment Management first reported a position in PG in Q4 2017 and has held it in 35 quarters since. The position peaked at $870K in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- White Lighthouse Investment Management held 3,344 shares of Procter & Gamble worth $490K as of Q2 2026.
- White Lighthouse Investment Management sold 1,983 Procter & Gamble shares in Q2 2026, an estimated $289K.
- Procter & Gamble made up 0.06% of White Lighthouse Investment Management's portfolio in Q2 2026, its #109 holding.
- White Lighthouse Investment Management first reported a position in Procter & Gamble in Q4 2017 and has held it in 35 quarters since.
- White Lighthouse Investment Management's Procter & Gamble position peaked at $870K in Q1 2025.
- 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.