Bourgeon Capital Management’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.97M | Sell |
45,183
-41,654
| -48% | -$5.57M | 1.03% | 37 |
|
|
2025
Q4 | $11.1M | Buy |
86,837
+276
| +0.3% | +$34.4K | 1.79% | 25 |
|
|
2025
Q3 | $9.91M | Sell |
86,561
-242
| -0.3% | -$26.6K | 1.79% | 27 |
|
|
2025
Q2 | $9.12M | Buy |
86,803
+32,524
| +60% | +$3.41M | 1.8% | 26 |
|
|
2025
Q1 | $6.07M | Sell |
54,279
-1,186
| -2% | -$137K | 1.31% | 35 |
|
|
2024
Q4 | $5.86M | Sell |
55,465
-71
| -0.1% | -$8.16K | 1.09% | 39 |
|
|
2024
Q3 | $7.01M | Buy |
55,536
+107
| +0.2% | +$13.3K | 1.35% | 31 |
|
|
2024
Q2 | $6.23M | Buy |
55,429
+3,024
| +6% | +$335K | 1.22% | 32 |
|
|
2024
Q1 | $6.82M | Buy |
52,405
+834
| +2% | +$109K | 1.34% | 33 |
|
|
2023
Q4 | $6.87M | Buy |
51,571
+11,433
| +28% | +$1.3M | 1.52% | 29 |
|
|
2023
Q3 | $4.5M | Sell |
40,138
-168
| -0.4% | -$20.6K | 1.06% | 38 |
|
|
2023
Q2 | $4.94M | Sell |
40,306
-295
| -0.7% | -$36.3K | 1.15% | 34 |
|
|
2023
Q1 | $5.07M | Buy |
40,601
+119
| +0.3% | +$14.6K | 1.21% | 34 |
|
|
2022
Q4 | $4.56M | Buy |
40,482
+32,807
| +427% | +$3.63M | 1.12% | 34 |
|
|
2022
Q3 | $780K | Buy |
7,675
+200
| +3% | +$24.8K | 0.21% | 59 |
|
|
2022
Q2 | $879K | Buy |
7,475
+7,250
| +3,222% | +$1M | 0.23% | 61 |
|
|
2022
Q1 | $36K | Hold |
225
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $38K | Sell |
225
-350
| -61% | -$52.2K | 0.01% | 159 |
|
|
2021
Q3 | $72K | Sell |
575
-36,046
| -98% | -$4.68M | 0.02% | 146 |
|
|
2021
Q2 | $4.38M | Sell |
36,621
-19,070
| -34% | -$2.23M | 0.94% | 36 |
|
|
2021
Q1 | $5.9M | Buy |
55,691
+7,905
| +17% | +$806K | 1.31% | 32 |
|
|
2020
Q4 | $4.76M | Buy |
47,786
+124
| +0.3% | +$12.5K | 1.18% | 35 |
|
|
2020
Q3 | $4.8M | Sell |
47,662
-174
| -0.4% | -$17.4K | 1.45% | 32 |
|
|
2020
Q2 | $4.46M | Buy |
47,836
+4,025
| +9% | +$359K | 1.59% | 29 |
|
|
2020
Q1 | $3.52M | Buy |
43,811
+9,306
| +27% | +$813K | 1.82% | 25 |
|
|
2019
Q4 | $3.08M | Sell |
34,505
-300
| -0.9% | -$26.6K | 1.45% | 32 |
|
|
2019
Q3 | $2.97M | Sell |
34,805
-1,500
| -4% | -$124K | 1.61% | 29 |
|
|
2019
Q2 | $2.91M | Sell |
36,305
-32,900
| -48% | -$2.5M | 1.69% | 28 |
|
|
2019
Q1 | $4.98M | Sell |
69,205
-2,250
| -3% | -$154K | 2.92% | 14 |
|
|
2018
Q4 | $4.2M | Buy |
71,455
+17,850
| +33% | +$1.16M | 2.74% | 16 |
|
|
2018
Q3 | $3.63M | Buy |
53,605
+655
| +1% | +$43.1K | 1.87% | 25 |
|
|
2018
Q2 | $3.48M | Buy |
52,950
+970
| +2% | +$62.4K | 1.87% | 23 |
|
|
2018
Q1 | $3.27M | Buy |
51,980
+8,225
| +19% | +$511K | 1.79% | 25 |
|
|
2017
Q4 | $2.82M | Sell |
43,755
-70
| -0.2% | -$4.57K | 1.54% | 29 |
|
|
2017
Q3 | $2.78M | Buy |
43,825
+38,475
| +719% | +$2.37M | 1.64% | 28 |
|
|
2017
Q2 | $314K | Buy |
+5,350
| New | +$298K | 0.2% | 60 |
|
Other funds holding PLD
VCM
VPM
AAMU
Bourgeon Capital Management's PLD Position: Q1 2026 in Review
Bourgeon Capital Management reduced its Prologis (PLD) stake by 48% in Q1 2026, selling an estimated $5.57M and leaving 45,183 shares worth $5.97M. The position accounts for 1.03% of the portfolio, ranked #37.
Bourgeon Capital Management first reported a position in PLD in Q2 2017 and has held it in 36 quarters since. The position peaked at $11.1M in Q4 2025. 1,664 funds tracked by Wall St. Rank hold PLD as of Q1 2026.
- Bourgeon Capital Management held 45,183 shares of Prologis worth $5.97M as of Q1 2026.
- Bourgeon Capital Management sold 41,654 Prologis shares in Q1 2026, an estimated $5.57M.
- Prologis made up 1.03% of Bourgeon Capital Management's portfolio in Q1 2026, its #37 holding.
- Bourgeon Capital Management first reported a position in Prologis in Q2 2017 and has held it in 36 quarters since.
- Bourgeon Capital Management's Prologis position peaked at $11.1M in Q4 2025.
- 1,664 funds tracked by Wall St. Rank held Prologis as of Q1 2026.
Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.