BXM Wealth’s Parker-Hannifin PH Stock Holding History

BXM Wealth’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 Q2	$619K	Buy	633 +165	+35%	+$151K	0.34%	72
2026 Q1	$419K	Buy	468 +71	+18%	+$67.2K	0.32%	72
2025 Q4	$349K	Sell	397 -264	-40%	-$216K	0.27%	76
2025 Q3	$501K	Buy	661 +290	+78%	+$214K	0.47%	58
2025 Q2	$259K	Sell	371 -30	-7%	-$19K	0.31%	87
2025 Q1	$243K	Buy	401 +3	+0.8%	+$1.96K	0.29%	90
2024 Q4	$253K	Buy	+398	New	+$264K	0.35%	77

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BXM Wealth's PH Position: Q2 2026 in Review

BXM Wealth increased its Parker-Hannifin (PH) stake by 35% in Q2 2026, buying an estimated $151K and bringing the position to 633 shares worth $619K. The position accounts for 0.34% of the portfolio, ranked #72.

BXM Wealth first reported a position in PH in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

BXM Wealth held 633 shares of Parker-Hannifin worth $619K as of Q2 2026.
BXM Wealth bought 165 Parker-Hannifin shares in Q2 2026, an estimated $151K.
Parker-Hannifin made up 0.34% of BXM Wealth's portfolio in Q2 2026, its #72 holding.
BXM Wealth first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.