Morris Financial Concepts’s Procter & Gamble PG Stock Holding History

Morris Financial Concepts’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	$387K	Sell	2,682 -17	-0.6%	-$2.58K	0.13%	91
2025 Q4	$387K	Sell	2,699 -6	-0.2%	-$885	0.14%	86
2025 Q3	$416K	Sell	2,705 -8	-0.3%	-$1.25K	0.15%	80
2025 Q2	$432K	Sell	2,713 -21	-0.8%	-$3.43K	0.17%	74
2025 Q1	$466K	Sell	2,734 -56	-2%	-$9.38K	0.2%	72
2024 Q4	$468K	Buy	2,790 +1	+0%	+$170	0.2%	66
2024 Q3	$483K	Buy	2,789 +74	+3%	+$12.6K	0.21%	67
2024 Q2	$448K	Buy	2,715 +31	+1%	+$5.07K	0.21%	62
2024 Q1	$436K	Sell	2,684 -397	-13%	-$62.3K	0.22%	62
2023 Q4	$452K	Hold	3,081	–	–	0.26%	54
2023 Q3	$449K	Sell	3,081 -505	-14%	-$77.1K	0.3%	49
2023 Q2	$544K	Hold	3,586	–	–	0.35%	41
2023 Q1	$533K	Sell	3,586 -152	-4%	-$21.7K	0.38%	42
2022 Q4	$566K	Sell	3,738 -6	-0.2%	-$841	0.46%	38
2022 Q3	$473K	Sell	3,744 -1	-0%	-$142	0.49%	32
2022 Q2	$538K	Sell	3,745 -34	-0.9%	-$5.11K	0.51%	33
2022 Q1	$577K	Buy	3,779 +114	+3%	+$17.8K	0.48%	33
2021 Q4	$599K	Buy	+3,665	New	+$544K	0.5%	31

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

Morris Financial Concepts's PG Position: Q1 2026 in Review

Morris Financial Concepts reduced its Procter & Gamble (PG) stake by 0.63% in Q1 2026, selling an estimated $2.58K and leaving 2,682 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #91.

Morris Financial Concepts first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $599K in Q4 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Morris Financial Concepts held 2,682 shares of Procter & Gamble worth $387K as of Q1 2026.
Morris Financial Concepts sold 17 Procter & Gamble shares in Q1 2026, an estimated $2.58K.
Procter & Gamble made up 0.13% of Morris Financial Concepts's portfolio in Q1 2026, its #91 holding.
Morris Financial Concepts first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
Morris Financial Concepts's Procter & Gamble position peaked at $599K in Q4 2021.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.