Beaumont Financial Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $882K | Buy |
985
+27
| +3% | +$25.6K | 0.06% | 176 |
|
|
2025
Q4 | $842K | Buy |
958
+2
| +0.2% | +$1.64K | 0.06% | 170 |
|
|
2025
Q3 | $725K | Buy |
956
+1
| +0.1% | +$738 | 0.05% | 197 |
|
|
2025
Q2 | $667K | Buy |
955
+5
| +0.5% | +$3.16K | 0.05% | 194 |
|
|
2025
Q1 | $577K | Buy |
950
+11
| +1% | +$7.19K | 0.05% | 204 |
|
|
2024
Q4 | $597K | Buy |
939
+9
| +1% | +$5.96K | 0.04% | 205 |
|
|
2024
Q3 | $588K | Sell |
930
-551
| -37% | -$313K | 0.05% | 192 |
|
|
2024
Q2 | $749K | Sell |
1,481
-87
| -6% | -$46.7K | 0.06% | 170 |
|
|
2024
Q1 | $871K | Buy |
1,568
+4
| +0.3% | +$2.03K | 0.07% | 156 |
|
|
2023
Q4 | $721K | Sell |
1,564
-90
| -5% | -$37.5K | 0.07% | 162 |
|
|
2023
Q3 | $644K | Buy |
1,654
+80
| +5% | +$32.2K | 0.06% | 156 |
|
|
2023
Q2 | $614K | Buy |
1,574
+272
| +21% | +$92K | 0.06% | 169 |
|
|
2023
Q1 | $438K | Buy |
1,302
+11
| +0.9% | +$3.64K | 0.04% | 184 |
|
|
2022
Q4 | $376K | Buy |
1,291
+34
| +3% | +$9.73K | 0.04% | 209 |
|
|
2022
Q3 | $305K | Buy |
1,257
+6
| +0.5% | +$1.62K | 0.03% | 234 |
|
|
2022
Q2 | $308K | Buy |
1,251
+24
| +2% | +$6.42K | 0.03% | 237 |
|
|
2022
Q1 | $348K | Buy |
1,227
+7
| +0.6% | +$2.11K | 0.03% | 257 |
|
|
2021
Q4 | $388K | Buy |
1,220
+75
| +7% | +$23.2K | 0.03% | 247 |
|
|
2021
Q3 | $320K | Buy |
1,145
+4
| +0.4% | +$1.19K | 0.02% | 264 |
|
|
2021
Q2 | $351K | Buy |
1,141
+3
| +0.3% | +$929 | 0.03% | 265 |
|
|
2021
Q1 | $359K | Sell |
1,138
-2
| -0.2% | -$577 | 0.03% | 241 |
|
|
2020
Q4 | $311K | Sell |
1,140
-186
| -14% | -$46.1K | 0.03% | 256 |
|
|
2020
Q3 | $268K | Buy |
1,326
+22
| +2% | +$4.33K | 0.03% | 274 |
|
|
2020
Q2 | $239K | Buy |
+1,304
| New | +$210K | 0.03% | 253 |
|
|
2020
Q1 | – | Sell |
-1,413
| Closed | -$291K | – | 276 |
|
|
2019
Q4 | $291K | Buy |
1,413
+24
| +2% | +$4.65K | 0.03% | 227 |
|
|
2019
Q3 | $251K | Sell |
1,389
-79
| -5% | -$13.4K | 0.03% | 236 |
|
|
2019
Q2 | $250K | Buy |
1,468
+7
| +0.5% | +$1.21K | 0.03% | 214 |
|
|
2019
Q1 | $251K | Buy |
1,461
+5
| +0.3% | +$829 | 0.03% | 204 |
|
|
2018
Q4 | $217K | Buy |
1,456
+6
| +0.4% | +$971 | 0.04% | 181 |
|
|
2018
Q3 | $267K | Buy |
1,450
+5
| +0.3% | +$859 | 0.03% | 194 |
|
|
2018
Q2 | $225K | Buy |
1,445
+6
| +0.4% | +$1.02K | 0.02% | 189 |
|
|
2018
Q1 | $246K | Buy |
1,439
+204
| +17% | +$38.6K | 0.03% | 184 |
|
|
2017
Q4 | $246K | Buy |
1,235
+4
| +0.3% | +$744 | 0.03% | 168 |
|
|
2017
Q3 | $215K | Buy |
+1,231
| New | +$202K | 0.03% | 175 |
|
|
2013
Q4 | – | Sell |
-1,890
| Closed | -$205K | – | 165 |
|
|
2013
Q3 | $205K | Buy |
+1,890
| New | +$195K | 0.02% | 142 |
|
Other funds holding PH
VCM
Beaumont Financial Advisors's PH Position: Q1 2026 in Review
Beaumont Financial Advisors increased its Parker-Hannifin (PH) stake by 2.8% in Q1 2026, buying an estimated $25.6K and bringing the position to 985 shares worth $882K. The position accounts for 0.06% of the portfolio, ranked #176.
Beaumont Financial Advisors first reported a position in PH in Q3 2013 and has held it in 35 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.
- Beaumont Financial Advisors held 985 shares of Parker-Hannifin worth $882K as of Q1 2026.
- Beaumont Financial Advisors bought 27 Parker-Hannifin shares in Q1 2026, an estimated $25.6K.
- Parker-Hannifin made up 0.06% of Beaumont Financial Advisors's portfolio in Q1 2026, its #176 holding.
- Beaumont Financial Advisors first reported a position in Parker-Hannifin in Q3 2013 and has held it in 35 quarters since.
- 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.