SP 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
$5.8M Sell
40,169
-427
-1% -$64.7K 0.51% 36
2025
Q4
$5.82M Buy
40,596
+111
+0.3% +$16.4K 0.46% 38
2025
Q3
$6.22M Buy
40,485
+178
+0.4% +$27.8K 0.49% 35
2025
Q2
$6.42M Buy
40,307
+259
+0.6% +$42.3K 0.53% 37
2025
Q1
$6.82M Buy
40,048
+68
+0.2% +$11.4K 0.6% 37
2024
Q4
$6.7M Sell
39,980
-153
-0.4% -$26.1K 0.56% 37
2024
Q3
$6.95M Buy
40,133
+169
+0.4% +$28.7K 0.58% 38
2024
Q2
$6.59M Buy
39,964
+669
+2% +$109K 0.6% 36
2024
Q1
$6.38M Sell
39,295
-1,069
-3% -$168K 0.59% 38
2023
Q4
$5.91M Buy
40,364
+174
+0.4% +$25.8K 0.61% 38
2023
Q3
$5.86M Buy
40,190
+246
+0.6% +$37.6K 0.66% 34
2023
Q2
$6.06M Buy
39,944
+232
+0.6% +$35K 0.68% 36
2023
Q1
$5.9M Buy
39,712
+76
+0.2% +$10.9K 0.72% 37
2022
Q4
$6.01M Sell
39,636
-193
-0.5% -$27.1K 0.8% 36
2022
Q3
$5.03M Buy
39,829
+204
+0.5% +$29K 0.69% 39
2022
Q2
$5.7M Buy
39,625
+196
+0.5% +$29.5K 0.73% 38
2022
Q1
$6.03M Buy
39,429
+179
+0.5% +$28K 0.65% 41
2021
Q4
$6.27M Sell
39,250
-825
-2% -$122K 0.63% 40
2021
Q3
$5.68M Buy
40,075
+181
+0.5% +$25.7K 0.59% 43
2021
Q2
$5.62M Buy
39,894
+188
+0.5% +$25.4K 0.62% 41
2021
Q1
$5.34M Buy
39,706
+189
+0.5% +$24.7K 0.66% 40
2020
Q4
$5.12M Buy
39,517
+166
+0.4% +$23.2K 0.71% 37
2020
Q3
$5.6M Buy
39,351
+465
+1% +$61.7K 0.86% 28
2020
Q2
$4.65M Buy
38,886
+202
+0.5% +$23.6K 0.98% 27
2020
Q1
$4.25M Buy
38,684
+1,914
+5% +$230K 1.16% 23
2019
Q4
$4.59M Sell
36,770
-725
-2% -$88.7K 1.05% 23
2019
Q3
$4.66M Sell
37,495
-848
-2% -$100K 1.2% 22
2019
Q2
$4.2M Buy
38,343
+206
+0.5% +$22K 1.07% 23
2019
Q1
$3.97M Sell
38,137
-51
-0.1% -$4.96K 1.08% 24
2018
Q4
$3.51M Buy
38,188
+103
+0.3% +$9.21K 1.07% 24
2018
Q3
$3.3M Buy
38,085
+161
+0.4% +$13.2K 0.94% 28
2018
Q2
$3.05M Buy
+37,924
New +$2.85M 0.83% 28

Other funds holding PG

SP Asset Management's PG Position: Q1 2026 in Review

SP Asset Management reduced its Procter & Gamble (PG) stake by 1.1% in Q1 2026, selling an estimated $64.7K and leaving 40,169 shares worth $5.8M. The position accounts for 0.51% of the portfolio, ranked #36.

SP Asset Management first reported a position in PG in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.95M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • SP Asset Management held 40,169 shares of Procter & Gamble worth $5.8M as of Q1 2026.
  • SP Asset Management sold 427 Procter & Gamble shares in Q1 2026, an estimated $64.7K.
  • Procter & Gamble made up 0.51% of SP Asset Management's portfolio in Q1 2026, its #36 holding.
  • SP Asset Management first reported a position in Procter & Gamble in Q2 2018 and has held it in 32 quarters since.
  • SP Asset Management's Procter & Gamble position peaked at $6.95M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.