Empirical Asset Management’s Procter & Gamble PG Stock Holding History

Empirical Asset 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	$2.03M	Sell	14,060 -23,517	-63%	-$3.57M	0.54%	33
2025 Q4	$2.01M	Sell	37,577 -485	-1%	-$71.5K	0.57%	33
2025 Q3	$2.22M	Buy	38,062 +23,800	+167%	+$3.72M	0.62%	26
2025 Q2	$2.27M	Sell	14,262 -46	-0.3%	-$7.51K	0.7%	28
2025 Q1	$2.44M	Sell	14,308 -73,997	-84%	-$12.4M	0.83%	22
2024 Q4	$2.41M	Buy	88,305 +51,002	+137%	+$8.69M	0.8%	17
2024 Q3	$2.52M	Sell	37,303 -727	-2%	-$123K	0.9%	16
2024 Q2	$2.52M	Buy	38,030 +17,162	+82%	+$2.81M	0.95%	14
2024 Q1	$2.42M	Buy	20,868 +17,462	+513%	+$2.74M	1.17%	11
2023 Q4	$499K	Buy	3,406 +53	+2%	+$7.85K	0.41%	90
2023 Q3	$489K	Sell	3,353 -25	-0.7%	-$3.82K	0.43%	87
2023 Q2	$513K	Sell	3,378 -29	-0.9%	-$4.37K	0.45%	77
2023 Q1	$507K	Sell	3,407 -13,763	-80%	-$1.97M	0.48%	76
2022 Q4	$513K	Buy	17,170 +13,884	+423%	+$1.95M	0.54%	73
2022 Q3	$415K	Buy	+3,286	New	+$467K	0.45%	91
2022 Q1	–	Sell	-4,080	Closed	-$667K	–	177
2021 Q4	$667K	Buy	+4,080	New	+$606K	0.64%	53

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empirical Asset Management's PG Position: Q1 2026 in Review

Empirical Asset Management reduced its Procter & Gamble (PG) stake by 63% in Q1 2026, selling an estimated $3.57M and leaving 14,060 shares worth $2.03M. The position accounts for 0.54% of the portfolio, ranked #33.

Empirical Asset Management first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.52M in Q2 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Empirical Asset Management held 14,060 shares of Procter & Gamble worth $2.03M as of Q1 2026.
Empirical Asset Management sold 23,517 Procter & Gamble shares in Q1 2026, an estimated $3.57M.
Procter & Gamble made up 0.54% of Empirical Asset Management's portfolio in Q1 2026, its #33 holding.
Empirical Asset Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
Empirical Asset Management's Procter & Gamble position peaked at $2.52M in Q2 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.