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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
Q1 		$419K Sell
468
-62,335
-99% -$59M 0.32% 72
2025
Q4 		$349K Buy
62,803
+62,142
+9,401% +$50.9M 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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BXM Wealth's PH Position: Q1 2026 in Review

BXM Wealth reduced its Parker-Hannifin (PH) stake by 99% in Q1 2026, selling an estimated $59M and leaving 468 shares worth $419K. The position accounts for 0.32% of the portfolio, ranked #72.

BXM Wealth first reported a position in PH in Q4 2024 and has held it in 6 quarters since. The position peaked at $501K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • BXM Wealth held 468 shares of Parker-Hannifin worth $419K as of Q1 2026.
  • BXM Wealth sold 62,335 Parker-Hannifin shares in Q1 2026, an estimated $59M.
  • Parker-Hannifin made up 0.32% of BXM Wealth's portfolio in Q1 2026, its #72 holding.
  • BXM Wealth first reported a position in Parker-Hannifin in Q4 2024 and has held it in 6 quarters since.
  • BXM Wealth's Parker-Hannifin position peaked at $501K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.