Sippican Capital Advisors’s Procter & Gamble PG Stock Holding History

Sippican Capital Advisors’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	$226K	Sell	1,566 -250	-14%	-$37.9K	0.15%	102
2025 Q4	$260K	Sell	1,816 -11	-0.6%	-$1.62K	0.17%	100
2025 Q3	$281K	Hold	1,827	–	–	0.19%	100
2025 Q2	$291K	Hold	1,827	–	–	0.21%	93
2025 Q1	$311K	Hold	1,827	–	–	0.23%	89
2024 Q4	$306K	Hold	1,827	–	–	0.22%	93
2024 Q3	$316K	Hold	1,827	–	–	0.22%	90
2024 Q2	$301K	Hold	1,827	–	–	0.24%	92
2024 Q1	$296K	Sell	1,827 -1,117	-38%	-$175K	0.23%	90
2023 Q4	$431K	Buy	2,944 +1,117	+61%	+$165K	0.34%	85
2023 Q3	$266K	Buy	1,827 +22	+1%	+$3.36K	0.24%	92
2023 Q2	$274K	Sell	1,805 -25	-1%	-$3.77K	0.25%	88
2023 Q1	$272K	Hold	1,830	–	–	0.26%	85
2022 Q4	$277K	Hold	1,830	–	–	0.27%	84
2022 Q3	$231K	Hold	1,830	–	–	0.24%	88
2022 Q2	$263K	Hold	1,830	–	–	0.26%	88
2022 Q1	$280K	Hold	1,830	–	–	0.23%	95
2021 Q4	$299K	Hold	1,830	–	–	0.25%	90
2021 Q3	$256K	Hold	1,830	–	–	0.22%	99
2021 Q2	$247K	Hold	1,830	–	–	0.21%	103
2021 Q1	$248K	Hold	1,830	–	–	0.23%	97
2020 Q4	$255K	Sell	1,830 -100	-5%	-$14K	0.28%	90
2020 Q3	$268K	Buy	1,930 +13	+0.7%	+$1.73K	0.33%	83
2020 Q2	$229K	Sell	1,917 -100	-5%	-$11.7K	0.31%	84
2020 Q1	$222K	Sell	2,017 -100	-5%	-$12K	0.36%	79
2019 Q4	$264K	Buy	2,117 +100	+5%	+$12.2K	0.29%	91
2019 Q3	$251K	Sell	2,017 -100	-5%	-$11.8K	0.3%	91
2019 Q2	$232K	Sell	2,117 -100	-5%	-$10.7K	0.27%	94
2019 Q1	$231K	Buy	+2,217	New	+$216K	0.27%	96
2018 Q3	–	Sell	-3,417	Closed	-$267K	–	104
2018 Q2	$267K	Sell	3,417 -785	-19%	-$59.1K	0.27%	93
2018 Q1	$333K	Sell	4,202 -200	-5%	-$16.7K	0.35%	85
2017 Q4	$404K	Sell	4,402 -175	-4%	-$15.7K	0.39%	76
2017 Q3	$416K	Buy	4,577 +274	+6%	+$24.9K	0.43%	72
2017 Q2	$375K	Sell	4,303 -13	-0.3%	-$1.15K	0.41%	74
2017 Q1	$388K	Sell	4,316 -1,969	-31%	-$175K	0.41%	72
2016 Q4	$528K	Hold	6,285	–	–	0.55%	61
2016 Q3	$564K	Hold	6,285	–	–	0.64%	55
2016 Q2	$532K	Sell	6,285 -648	-9%	-$53.2K	0.63%	57
2016 Q1	$571K	Sell	6,933 -50	-0.7%	-$4.03K	0.73%	50
2015 Q4	$555K	Hold	6,983	–	–	0.7%	50
2015 Q3	$502K	Sell	6,983 -150	-2%	-$11.2K	0.64%	58
2015 Q2	$558K	Hold	7,133	–	–	0.56%	62
2015 Q1	$584K	Sell	7,133 -200	-3%	-$17.2K	0.59%	61
2014 Q4	$668K	Hold	7,333	–	–	0.67%	55
2014 Q3	$614K	Buy	+7,333	New	+$601K	0.62%	62

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

Sippican Capital Advisors's PG Position: Q1 2026 in Review

Sippican Capital Advisors reduced its Procter & Gamble (PG) stake by 14% in Q1 2026, selling an estimated $37.9K and leaving 1,566 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #102.

Sippican Capital Advisors first reported a position in PG in Q3 2014 and has held it in 45 quarters since. The position peaked at $668K in Q4 2014. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Sippican Capital Advisors held 1,566 shares of Procter & Gamble worth $226K as of Q1 2026.
Sippican Capital Advisors sold 250 Procter & Gamble shares in Q1 2026, an estimated $37.9K.
Procter & Gamble made up 0.15% of Sippican Capital Advisors's portfolio in Q1 2026, its #102 holding.
Sippican Capital Advisors first reported a position in Procter & Gamble in Q3 2014 and has held it in 45 quarters since.
Sippican Capital Advisors's Procter & Gamble position peaked at $668K in Q4 2014.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.