LYELL WEALTH MANAGEMENT, LP

Position in PG — PROCTER & GAMBLE Co

CIK 1686444 MENLO PARK, CA

Position in PG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$867,815

+$34,686 QoQ

Shares Held

5,918

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,408

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $1,598,504 across 2 Household & Personal Products names. PG ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	5,918	$867,815
2	CL	Colgate Palmolive Co	7,970	$730,689

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$867,815	5,918	+2.6%	Shares	Sole	2026-08-05
2026-03-31	$833,129	5,768	-3.5%	Shares	Sole	2026-05-07
2025-12-31	$856,850	5,979	+2.9%	Shares	Sole	2026-02-12
2025-09-30	$892,860	5,811	0.0%	Shares	Sole	2025-11-06
2025-06-30	$925,808	5,811	+50.5%	Shares	Sole	2025-07-29
2025-03-31	$657,991	3,861	-13.0%	Shares	Sole	2025-05-08
2024-12-31	$743,695	4,436	+1.1%	Shares	Sole	2025-02-03
2024-09-30	$759,655	4,386	0.0%	Shares	Sole	2024-10-23
2024-06-30	$723,339	4,386	+11.6%	Shares	Sole	2024-08-08
2024-03-31	$637,480	3,929	-12.3%	Shares	Sole	2024-05-03
2023-12-31	$656,645	4,481	+67.8%	Shares	Sole	2024-02-02
2023-09-30	$389,446	2,670	-6.1%	Shares	Sole	2023-10-31
2023-06-30	$431,396	2,843	0.0%	Shares	Sole	2023-08-04
2023-03-31	$422,725	2,843	-28.5%	Shares	Sole	2023-05-03
2022-12-31	$602,905	3,978	+7.8%	Shares	Sole	2023-01-24
2022-09-30	$465,988	3,691	-15.5%	Shares	Sole	2022-10-24
2022-06-30	$628,218	4,369	+3.1%	Shares	Sole	2022-07-28
2022-03-31	$647,719	4,239	+2.8%	Shares	Sole	2022-05-04
2021-12-31	$674,603	4,124	+1.0%	Shares	Sole	2022-02-08
2021-09-30	$570,663	4,082	-5.2%	Shares	Sole	2021-11-10
2021-06-30	$581,143	4,307	+13.0%	Shares	Sole	2021-08-09
2021-03-31	$516,394	3,813	-1.8%	Shares	Sole	2021-05-07
2020-12-31	$540,419	3,884	+23.7%	Shares	Sole	2021-02-04
2020-09-30	$436,567	3,141	+12.3%	Shares	Sole	2020-11-04
2020-06-30	$334,556	2,798	+1.0%	Shares	Sole	2020-07-30
2020-03-31	$304,700	2,770	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.