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

Berkshire 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
2026 Q1	$796K	Sell	890 -129	-13%	-$122K	0.03%	141
2025 Q4	$895K	Sell	1,019 -189	-16%	-$155K	0.04%	139
2025 Q3	$916K	Buy	1,208 +13	+1%	+$9.59K	0.04%	148
2025 Q2	$835K	Buy	1,195 +61	+5%	+$38.5K	0.04%	149
2025 Q1	$728K	Hold	1,134	–	–	0.03%	159
2024 Q4	$770K	Buy	1,134 +42	+4%	+$27.8K	0.04%	161
2024 Q3	$552K	Hold	1,092	–	–	0.03%	173
2024 Q2	$552K	Hold	1,092	–	–	0.03%	174
2024 Q1	$607K	Buy	1,092 +167	+18%	+$84.8K	0.03%	143
2023 Q4	$426K	Sell	925 -1	-0.1%	-$416	0.02%	165
2023 Q3	$361K	Buy	926 +6	+0.7%	+$2.41K	0.02%	172
2023 Q2	$359K	Buy	+920	New	+$311K	0.02%	171

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Asset Management's PH Position: Q1 2026 in Review

Berkshire Asset Management reduced its Parker-Hannifin (PH) stake by 13% in Q1 2026, selling an estimated $122K and leaving 890 shares worth $796K. The position accounts for 0.03% of the portfolio, ranked #141.

Berkshire Asset Management first reported a position in PH in Q2 2023 and has held it in 12 quarters since. The position peaked at $916K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Berkshire Asset Management held 890 shares of Parker-Hannifin worth $796K as of Q1 2026.
Berkshire Asset Management sold 129 Parker-Hannifin shares in Q1 2026, an estimated $122K.
Parker-Hannifin made up 0.03% of Berkshire Asset Management's portfolio in Q1 2026, its #141 holding.
Berkshire Asset Management first reported a position in Parker-Hannifin in Q2 2023 and has held it in 12 quarters since.
Berkshire Asset Management's Parker-Hannifin position peaked at $916K in Q3 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.