SEC 13F Intelligence

M Holdings Securities, Inc. / PG

M Holdings Securities, Inc.’s Procter & Gamble Co Position

Does M Holdings Securities, Inc. own Procter & Gamble Co (PG)? Yes — 130.2K shares worth $19M (+1.27% of its 13F portfolio) as of Q1 2026, down from 130.3K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
130.2K
% of Portfolio
+1.27%
Quarters Held
26
currently held

Position History PG

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $8MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $3MQ4 ’19Q1 ’20: $10MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ1 ’22: $6MQ2 ’22: $6MQ2 ’22Q3 ’22: $5MQ4 ’22: $4MQ1 ’23: $4MQ3 ’23: $2MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ3 ’25: $11MQ4 ’25: $19MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026130.2K$19M+1.27%
Q4 2025130.3K$19M+1.34%
Q3 202572.7K$11M+2.36%
Q1 202530.5K$5M+0.87%
Q4 202428.9K$5M+0.78%
Q3 202411.7K$2M+0.51%
Q2 202411.5K$2M+0.25%
Q1 202428.9K$5M+0.79%
Q4 202332.2K$5M+0.53%
Q3 202314.1K$2M+0.44%
Q1 202327.5K$4M+0.42%
Q4 202227.9K$4M+0.45%
Q3 202241.4K$5M+0.58%
Q2 202241.7K$6M+0.61%
Q1 202241.2K$6M+0.48%
Q2 202142.7K$6M+0.56%
Q1 202144.4K$6M+0.55%
Q4 202044.4K$6M+0.79%
Q3 202044.7K$6M+0.99%
Q2 202043.1K$5M+0.92%
Q1 202087.2K$10M+1.42%
Q4 201921.2K$3M+0.77%
Q3 201946.5K$6M+1.77%
Q2 201947.3K$5M+1.75%
Q1 201974.3K$8M+1.79%
Q4 201844.9K$4M+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of PG.