Carson Wealth (CWM LLC)’s Parker-Hannifin PH Stock Holding History

Carson Wealth (CWM LLC)’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	$5.76M	Buy	6,432 +242	+4%	+$229K	0.02%	745
2025 Q4	$5.44M	Buy	6,190 +1,217	+24%	+$996K	0.01%	741
2025 Q3	$3.77M	Buy	4,973 +49	+1%	+$36.2K	0.01%	835
2025 Q2	$3.44M	Buy	4,924 +134	+3%	+$84.7K	0.01%	720
2025 Q1	$2.91M	Buy	4,790 +163	+4%	+$107K	0.01%	696
2024 Q4	$2.94M	Buy	4,627 +264	+6%	+$175K	0.01%	639
2024 Q3	$2.76M	Buy	4,363 +346	+9%	+$197K	0.01%	600
2024 Q2	$2.03M	Buy	4,017 +330	+9%	+$177K	0.01%	645
2024 Q1	$2.05M	Sell	3,687 -23	-0.6%	-$11.7K	0.01%	612
2023 Q4	$1.71M	Buy	3,710 +692	+23%	+$288K	0.01%	611
2023 Q3	$1.18M	Buy	3,018 +495	+20%	+$199K	0.01%	680
2023 Q2	$984K	Buy	2,523 +210	+9%	+$71.1K	0.01%	723
2023 Q1	$778K	Buy	2,313 +40	+2%	+$13.2K	0.01%	735
2022 Q4	$661K	Buy	2,273 +379	+20%	+$108K	﹤0.01%	720
2022 Q3	$459K	Buy	1,894 +669	+55%	+$181K	﹤0.01%	776
2022 Q2	$301K	Buy	1,225 +488	+66%	+$131K	﹤0.01%	892
2022 Q1	$209K	Buy	737 +187	+34%	+$56.4K	﹤0.01%	1021
2021 Q4	$175K	Buy	+550	New	+$170K	﹤0.01%	1085
2021 Q2	$106K	Hold	344	–	–	﹤0.01%	1116
2021 Q1	$106K	Hold	344	–	–	﹤0.01%	1116
2020 Q4	$106K	Hold	344	–	–	﹤0.01%	1116
2020 Q3	$106K	Hold	344	–	–	﹤0.01%	1116
2020 Q2	$106K	Hold	344	–	–	﹤0.01%	1116
2020 Q1	$106K	Hold	344	–	–	﹤0.01%	1116
2019 Q4	$106K	Hold	344	–	–	﹤0.01%	1116
2019 Q3	$106K	Hold	344	–	–	﹤0.01%	1116
2019 Q2	$106K	Hold	344	–	–	﹤0.01%	1116
2019 Q1	$106K	Buy	344 +128	+59%	+$21.2K	﹤0.01%	1115
2018 Q4	$32K	Buy	216 +5	+2%	+$809	﹤0.01%	999
2018 Q3	$39K	Buy	211 +11	+6%	+$1.89K	﹤0.01%	797
2018 Q2	$31K	Sell	200 -26	-12%	-$4.43K	﹤0.01%	740
2018 Q1	$39K	Hold	226	–	–	﹤0.01%	598
2017 Q4	$45K	Hold	226	–	–	﹤0.01%	544
2017 Q3	$40K	Sell	226 -1	-0.4%	-$164	﹤0.01%	559
2017 Q2	$36K	Buy	227 +27	+14%	+$4.28K	﹤0.01%	532
2017 Q1	$32K	Hold	200	–	–	﹤0.01%	531
2016 Q4	$28K	Hold	200	–	–	﹤0.01%	529
2016 Q3	$25K	Hold	200	–	–	﹤0.01%	519
2016 Q2	$22K	Sell	200 -195	-49%	-$21.9K	﹤0.01%	460
2016 Q1	$44K	Hold	395	–	–	﹤0.01%	355
2015 Q4	$38K	Hold	395	–	–	﹤0.01%	344
2015 Q3	$38K	Buy	+395	New	+$42.9K	﹤0.01%	306
2014 Q1	–	Sell	-400	Closed	-$51K	–	399
2013 Q4	$51K	Hold	400	–	–	0.01%	259
2013 Q3	$43K	Buy	+400	New	+$41.2K	0.01%	196

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

Carson Wealth (CWM LLC)'s PH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Parker-Hannifin (PH) stake by 3.9% in Q1 2026, buying an estimated $229K and bringing the position to 6,432 shares worth $5.76M. The position accounts for 0.02% of the portfolio, ranked #745.

Carson Wealth (CWM LLC) first reported a position in PH in Q3 2013 and has held it in 44 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Carson Wealth (CWM LLC) held 6,432 shares of Parker-Hannifin worth $5.76M as of Q1 2026.
Carson Wealth (CWM LLC) bought 242 Parker-Hannifin shares in Q1 2026, an estimated $229K.
Parker-Hannifin made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #745 holding.
Carson Wealth (CWM LLC) first reported a position in Parker-Hannifin in Q3 2013 and has held it in 44 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.