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Beaumont Asset Management’s Parker-Hannifin PH Stock Holding History

Beaumont Asset Management’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-812
Closed -$516K – 73
2024
Q4 		$516K Sell
812
-29
-3% -$19.2K 0.3% 47
2024
Q3 		$531K Buy
841
+17
+2% +$9.66K 0.31% 46
2024
Q2 		$417K Sell
824
-771
-48% -$413K 0.27% 51
2024
Q1 		$886K Sell
1,595
-1,476
-48% -$750K 0.59% 35
2023
Q4 		$1.41M Buy
3,071
+24
+0.8% +$9.99K 1% 19
2023
Q3 		$1.19M Sell
3,047
-2
-0.1% -$804 0.97% 20
2023
Q2 		$1.19M Buy
3,049
+8
+0.3% +$2.71K 0.9% 26
2023
Q1 		$1.02M Sell
3,041
-119
-4% -$39.4K 0.75% 29
2022
Q4 		$920K Sell
3,160
-158
-5% -$45.2K 0.67% 32
2022
Q3 		$803K Buy
+3,318
New +$898K 0.64% 32

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Asset Management's PH Position: Q1 2025 in Review

Beaumont Asset Management sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 812 shares — an estimated $516K sold.

Beaumont Asset Management first reported a position in PH in Q3 2022 and held it in 10 quarters. The position peaked at $1.41M in Q4 2023. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Beaumont Asset Management reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Beaumont Asset Management sold 812 Parker-Hannifin shares in Q1 2025, an estimated $516K.
  • Beaumont Asset Management first reported a position in Parker-Hannifin in Q3 2022 and held it in 10 quarters.
  • Beaumont Asset Management's Parker-Hannifin position peaked at $1.41M in Q4 2023.
  • 1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Beaumont Asset Management's 13F filing for Q1 2025, filed 8 May 2025.