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Lummis Asset Management, LP

Position in PG — PROCTER & GAMBLE Co

CIK 2011652 FORT WORTH, TX

Position in PG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$1,026,919
+$59,171 QoQ
Shares Held
7,003
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,252
of 4,003 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Lummis Asset Management, LP holds $1,576,233 across 4 Household & Personal Products names. PG ranks #1 (65.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
7,003 $1,026,919

All Filings in PG

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,026,919 7,003
2026-03-31 $967,748 6,700
2025-12-31 $133,807 6,700
2025-09-30 $1,029,455 6,700
2025-06-30 $1,067,444 6,700
2025-03-31 $1,141,814 6,700
2024-12-31 $49,121 293
2024-09-30 $50,747 293
2024-06-30 $48,321 293
2024-03-31 $47,539 293
2023-12-31 $981,818 6,700