Capital Wealth Planning’s Parker-Hannifin PH Stock Holding History

Capital Wealth Planning’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	$928K	Sell	949 -2	-0.2%	-$1.83K	﹤0.01%	134
2026 Q1	$851K	Buy	951 +39	+4%	+$36.9K	﹤0.01%	130
2025 Q4	$802K	Hold	912	–	–	0.01%	132
2025 Q3	$691K	Hold	912	–	–	﹤0.01%	129
2025 Q2	$637K	Hold	912	–	–	0.01%	116
2025 Q1	$554K	Hold	912	–	–	﹤0.01%	109
2024 Q4	$580K	Hold	912	–	–	0.01%	102
2024 Q3	$576K	Hold	912	–	–	0.01%	105
2024 Q2	$461K	Hold	912	–	–	﹤0.01%	108
2024 Q1	$507K	Hold	912	–	–	0.01%	108
2023 Q4	$420K	Hold	912	–	–	﹤0.01%	115
2023 Q3	$355K	Hold	912	–	–	﹤0.01%	119
2023 Q2	$356K	Hold	912	–	–	﹤0.01%	112
2023 Q1	$307K	Hold	912	–	–	﹤0.01%	119
2022 Q4	$265K	Hold	912	–	–	﹤0.01%	88
2022 Q3	$221K	Buy	+912	New	+$247K	﹤0.01%	84
2022 Q2	–	Sell	-912	Closed	-$259K	–	93
2022 Q1	$259K	Hold	912	–	–	0.01%	79
2021 Q4	$290K	Buy	+912	New	+$282K	0.01%	82
2021 Q3	–	Sell	-912	Closed	-$280K	–	137
2021 Q2	$280K	Hold	912	–	–	0.01%	103
2021 Q1	$288K	Hold	912	–	–	0.01%	103
2020 Q4	$251K	Buy	+912	New	+$226K	0.01%	96
2017 Q4	–	Sell	-7,000	Closed	-$1.23M	–	147
2017 Q3	$1.23M	Hold	7,000	–	–	0.96%	21
2017 Q2	$1.12M	Hold	7,000	–	–	0.18%	49
2017 Q1	$1.12M	Hold	7,000	–	–	0.95%	21
2016 Q4	$980K	Sell	7,000 -1,000	-13%	-$133K	0.87%	22
2016 Q3	$1M	Hold	8,000	–	–	0.78%	24
2016 Q2	$875K	Hold	8,000	–	–	0.66%	31
2016 Q1	$889K	Hold	8,000	–	–	0.64%	32
2015 Q4	$776K	Hold	8,000	–	–	0.71%	34
2015 Q3	$768K	Hold	8,000	–	–	0.61%	39
2015 Q2	$931K	Hold	8,000	–	–	0.56%	46
2015 Q1	$950K	Hold	8,000	–	–	0.49%	46
2014 Q4	$1.03M	Hold	8,000	–	–	0.48%	48
2014 Q3	$913K	Hold	8,000	–	–	0.37%	57
2014 Q2	$1.01M	Buy	+8,000	New	+$997K	0.37%	52

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

Capital Wealth Planning's PH Position: Q2 2026 in Review

Capital Wealth Planning reduced its Parker-Hannifin (PH) stake by 0.21% in Q2 2026, selling an estimated $1.83K and leaving 949 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Capital Wealth Planning first reported a position in PH in Q2 2014 and has held it in 35 quarters since. The position peaked at $1.23M in Q3 2017. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Capital Wealth Planning held 949 shares of Parker-Hannifin worth $928K as of Q2 2026.
Capital Wealth Planning sold 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
Parker-Hannifin made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #134 holding.
Capital Wealth Planning first reported a position in Parker-Hannifin in Q2 2014 and has held it in 35 quarters since.
Capital Wealth Planning's Parker-Hannifin position peaked at $1.23M in Q3 2017.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.