Morse Asset Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $752K | Sell |
5,203
-356
| -6% | -$54K | 0.16% | 106 |
|
|
2025
Q4 | $797K | Buy |
5,559
+350
| +7% | +$51.6K | 0.16% | 102 |
|
|
2025
Q3 | $800K | Buy |
5,209
+506
| +11% | +$79K | 0.16% | 105 |
|
|
2025
Q2 | $749K | Sell |
4,703
-330
| -7% | -$53.9K | 0.16% | 103 |
|
|
2025
Q1 | $858K | Sell |
5,033
-220
| -4% | -$36.8K | 0.22% | 86 |
|
|
2024
Q4 | $881K | Sell |
5,253
-130
| -2% | -$22.1K | 0.2% | 86 |
|
|
2024
Q3 | $932K | Sell |
5,383
-140
| -3% | -$23.8K | 0.2% | 92 |
|
|
2024
Q2 | $911K | Sell |
5,523
-172
| -3% | -$28.1K | 0.22% | 89 |
|
|
2024
Q1 | $924K | Sell |
5,695
-412
| -7% | -$64.6K | 0.24% | 84 |
|
|
2023
Q4 | $895K | Sell |
6,107
-358
| -6% | -$53K | 0.26% | 81 |
|
|
2023
Q3 | $943K | Buy |
6,465
+557
| +9% | +$85.1K | 0.3% | 80 |
|
|
2023
Q2 | $896K | Sell |
5,908
-284
| -5% | -$42.8K | 0.27% | 84 |
|
|
2023
Q1 | $921K | Sell |
6,192
-208
| -3% | -$29.7K | 0.31% | 78 |
|
|
2022
Q4 | $970K | Sell |
6,400
-100
| -2% | -$14K | 0.35% | 74 |
|
|
2022
Q3 | $821K | Sell |
6,500
-300
| -4% | -$42.6K | 0.31% | 81 |
|
|
2022
Q2 | $978K | Sell |
6,800
-200
| -3% | -$30.1K | 0.31% | 80 |
|
|
2022
Q1 | $1.07M | Sell |
7,000
-550
| -7% | -$86K | 0.27% | 92 |
|
|
2021
Q4 | $1.24M | Hold |
7,550
| – | – | 0.28% | 79 |
|
|
2021
Q3 | $1.05M | Hold |
7,550
| – | – | 0.25% | 88 |
|
|
2021
Q2 | $1.02M | Hold |
7,550
| – | – | 0.25% | 86 |
|
|
2021
Q1 | $1.02M | Sell |
7,550
-600
| -7% | -$78.3K | 0.26% | 79 |
|
|
2020
Q4 | $1.13M | Sell |
8,150
-500
| -6% | -$69.9K | 0.31% | 74 |
|
|
2020
Q3 | $1.2M | Sell |
8,650
-100
| -1% | -$13.3K | 0.39% | 60 |
|
|
2020
Q2 | $1.05M | Sell |
8,750
-617
| -7% | -$72K | 0.37% | 62 |
|
|
2020
Q1 | $1.03M | Sell |
9,367
-133
| -1% | -$16K | 0.49% | 50 |
|
|
2019
Q4 | $1.19M | Sell |
9,500
-88
| -0.9% | -$10.8K | 0.41% | 67 |
|
|
2019
Q3 | $1.19M | Sell |
9,588
-13
| -0.1% | -$1.54K | 0.45% | 62 |
|
|
2019
Q2 | $1.05M | Hold |
9,601
| – | – | 0.31% | 76 |
|
|
2019
Q1 | $999K | Sell |
9,601
-309
| -3% | -$30.1K | 0.3% | 72 |
|
|
2018
Q4 | $911K | Sell |
9,910
-110
| -1% | -$9.83K | 0.32% | 71 |
|
|
2018
Q3 | $834K | Hold |
10,020
| – | – | 0.22% | 87 |
|
|
2018
Q2 | $782K | Sell |
10,020
-880
| -8% | -$66.2K | 0.21% | 90 |
|
|
2018
Q1 | $864K | Sell |
10,900
-407
| -4% | -$33.9K | 0.24% | 88 |
|
|
2017
Q4 | $1.04M | Sell |
11,307
-680
| -6% | -$61.2K | 0.29% | 79 |
|
|
2017
Q3 | $1.09M | Buy |
11,987
+415
| +4% | +$37.8K | 0.33% | 70 |
|
|
2017
Q2 | $1.01M | Hold |
11,572
| – | – | 0.33% | 76 |
|
|
2017
Q1 | $1.04M | Buy |
+11,572
| New | +$1.03M | 0.35% | 76 |
|
Other funds holding PG
VCM
VPM
Morse Asset Management's PG Position: Q1 2026 in Review
Morse Asset Management reduced its Procter & Gamble (PG) stake by 6.4% in Q1 2026, selling an estimated $54K and leaving 5,203 shares worth $752K. The position accounts for 0.16% of the portfolio, ranked #106.
Morse Asset Management first reported a position in PG in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.24M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Morse Asset Management held 5,203 shares of Procter & Gamble worth $752K as of Q1 2026.
- Morse Asset Management sold 356 Procter & Gamble shares in Q1 2026, an estimated $54K.
- Procter & Gamble made up 0.16% of Morse Asset Management's portfolio in Q1 2026, its #106 holding.
- Morse Asset Management first reported a position in Procter & Gamble in Q1 2017 and has held it in 37 quarters since.
- Morse Asset Management's Procter & Gamble position peaked at $1.24M in Q4 2021.
- 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.