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Morton Brown Family Wealth’s Procter & Gamble PG Stock Holding History

Morton Brown Family Wealth’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 		$23.7K Hold
164
– – 0.01% 149
2025
Q4 		$23.5K Sell
164
-43
-21% -$6.34K 0.01% 141
2025
Q3 		$31.8K Sell
207
-44
-18% -$6.87K 0.01% 124
2025
Q2 		$40K Hold
251
– – 0.01% 119
2025
Q1 		$42.8K Buy
251
+115
+85% +$19.3K 0.01% 109
2024
Q4 		$22.8K Hold
136
– – 0.01% 134
2024
Q3 		$23.6K Hold
136
– – 0.01% 128
2024
Q2 		$22.9K Hold
136
– – 0.01% 125
2024
Q1 		$22.1K Sell
136
-281
-67% -$44.1K 0.01% 118
2023
Q4 		$61.1K Buy
417
+281
+207% +$41.6K 0.03% 90
2023
Q3 		$19.8K Hold
136
– – 0.01% 109
2023
Q2 		$20.6K Sell
136
-19
-12% -$2.86K 0.01% 102
2023
Q1 		$23K Buy
155
+19
+14% +$2.72K 0.01% 99
2022
Q4 		$20.6K Hold
136
– – 0.01% 98
2022
Q3 		$17K Sell
136
-41
-23% -$5.82K 0.01% 95
2022
Q2 		$25K Buy
177
+41
+30% +$6.16K 0.02% 88
2022
Q1 		$21K Sell
136
-155
-53% -$24.2K 0.02% 91
2021
Q4 		$48K Buy
+291
New +$43.2K 0.04% 77

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morton Brown Family Wealth's PG Position: Q1 2026 in Review

Morton Brown Family Wealth held its Procter & Gamble (PG) position steady in Q1 2026 at 164 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #149.

Morton Brown Family Wealth first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $61.1K in Q4 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Morton Brown Family Wealth held 164 shares of Procter & Gamble worth $23.7K as of Q1 2026.
  • Morton Brown Family Wealth left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.01% of Morton Brown Family Wealth's portfolio in Q1 2026, its #149 holding.
  • Morton Brown Family Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Morton Brown Family Wealth's Procter & Gamble position peaked at $61.1K in Q4 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.