Mutual Advisors’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 | $8.29M | Buy |
57,379
+4,480
| +8% | +$679K | 0.18% | 105 |
|
|
2025
Q4 | $7.58M | Buy |
52,899
+2,647
| +5% | +$390K | 0.16% | 123 |
|
|
2025
Q3 | $7.65M | Sell |
50,252
-356
| -0.7% | -$55.6K | 0.17% | 118 |
|
|
2025
Q2 | $8.01M | Sell |
50,608
-6,407
| -11% | -$1.05M | 0.2% | 104 |
|
|
2025
Q1 | $9.18M | Buy |
57,015
+5,575
| +11% | +$934K | 0.26% | 69 |
|
|
2024
Q4 | $8.26M | Sell |
51,440
-2,645
| -5% | -$450K | 0.24% | 77 |
|
|
2024
Q3 | $9.17M | Sell |
54,085
-1,080
| -2% | -$183K | 0.27% | 67 |
|
|
2024
Q2 | $9.37M | Sell |
55,165
-747
| -1% | -$122K | 0.28% | 67 |
|
|
2024
Q1 | $9.07M | Sell |
55,912
-119
| -0.2% | -$18.7K | 0.29% | 65 |
|
|
2023
Q4 | $8.21M | Sell |
56,031
-97
| -0.2% | -$14.4K | 0.29% | 63 |
|
|
2023
Q3 | $8.19M | Buy |
56,128
+539
| +1% | +$82.3K | 0.32% | 57 |
|
|
2023
Q2 | $8.44M | Buy |
55,589
+1,789
| +3% | +$270K | 0.32% | 56 |
|
|
2023
Q1 | $8M | Buy |
53,800
+1,281
| +2% | +$183K | 0.33% | 59 |
|
|
2022
Q4 | $7.96M | Buy |
52,519
+379
| +0.7% | +$53.1K | 0.36% | 50 |
|
|
2022
Q3 | $6.58M | Buy |
52,140
+5,813
| +13% | +$826K | 0.34% | 61 |
|
|
2022
Q2 | $6.66M | Buy |
46,327
+432
| +0.9% | +$64.9K | 0.44% | 42 |
|
|
2022
Q1 | $7.01M | Buy |
45,895
+168
| +0.4% | +$26.3K | 0.39% | 49 |
|
|
2021
Q4 | $7.48M | Buy |
45,727
+639
| +1% | +$94.9K | 0.4% | 49 |
|
|
2021
Q3 | $6.3M | Buy |
45,088
+87
| +0.2% | +$12.3K | 0.37% | 54 |
|
|
2021
Q2 | $6.07M | Sell |
45,001
-2,422
| -5% | -$328K | 0.36% | 61 |
|
|
2021
Q1 | $6.42M | Sell |
47,423
-1,864
| -4% | -$243K | 0.44% | 48 |
|
|
2020
Q4 | $6.86M | Buy |
49,287
+4,249
| +9% | +$594K | 0.51% | 34 |
|
|
2020
Q3 | $6.26M | Buy |
45,038
+1,420
| +3% | +$189K | 0.54% | 33 |
|
|
2020
Q2 | $5.21M | Buy |
43,618
+5,740
| +15% | +$669K | 0.51% | 33 |
|
|
2020
Q1 | $4.17M | Buy |
37,878
+2,602
| +7% | +$312K | 0.57% | 37 |
|
|
2019
Q4 | $4.41M | Buy |
35,276
+3,319
| +10% | +$406K | 0.47% | 43 |
|
|
2019
Q3 | $3.98M | Buy |
31,957
+4,120
| +15% | +$487K | 0.53% | 40 |
|
|
2019
Q2 | $3.05M | Buy |
27,837
+818
| +3% | +$87.2K | 0.4% | 51 |
|
|
2019
Q1 | $2.81M | Sell |
27,019
-1,056
| -4% | -$103K | 0.42% | 50 |
|
|
2018
Q4 | $2.58M | Buy |
28,075
+1,086
| +4% | +$97.1K | 0.51% | 35 |
|
|
2018
Q3 | $2.25M | Buy |
26,989
+3,529
| +15% | +$289K | 0.34% | 61 |
|
|
2018
Q2 | $1.83M | Buy |
23,460
+3,722
| +19% | +$280K | 0.42% | 57 |
|
|
2018
Q1 | $1.56M | Buy |
19,738
+4,630
| +31% | +$386K | 0.4% | 57 |
|
|
2017
Q4 | $1.39M | Buy |
+15,108
| New | +$1.36M | 0.52% | 55 |
|
Other funds holding PG
VCM
VPM
Mutual Advisors's PG Position: Q1 2026 in Review
Mutual Advisors increased its Procter & Gamble (PG) stake by 8.5% in Q1 2026, buying an estimated $679K and bringing the position to 57,379 shares worth $8.29M. The position accounts for 0.18% of the portfolio, ranked #105.
Mutual Advisors first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.37M in Q2 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Mutual Advisors held 57,379 shares of Procter & Gamble worth $8.29M as of Q1 2026.
- Mutual Advisors bought 4,480 Procter & Gamble shares in Q1 2026, an estimated $679K.
- Procter & Gamble made up 0.18% of Mutual Advisors's portfolio in Q1 2026, its #105 holding.
- Mutual Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Procter & Gamble position peaked at $9.37M in Q2 2024.
- 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.