CFM Wealth Partners’s Parker-Hannifin PH Stock Holding History

CFM Wealth Partners’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	$487K	Sell	498 -45	-8%	-$41.2K	0.06%	103
2026 Q1	$486K	Hold	543	–	–	0.07%	103
2025 Q4	$477K	Hold	543	–	–	0.07%	104
2025 Q3	$412K	Hold	543	–	–	0.06%	110
2025 Q2	$379K	Hold	543	–	–	0.06%	104
2025 Q1	$330K	Hold	543	–	–	0.06%	113
2024 Q4	$345K	Hold	543	–	–	0.06%	110
2024 Q3	$343K	Hold	543	–	–	0.06%	114
2024 Q2	$275K	Hold	543	–	–	0.05%	128
2024 Q1	$302K	Hold	543	–	–	0.06%	131
2023 Q4	$250K	Hold	543	–	–	0.06%	147
2023 Q3	$212K	Sell	543 -118	-18%	-$47.4K	0.06%	136
2023 Q2	$258K	Hold	661	–	–	0.06%	145
2023 Q1	$222K	Sell	661 -142	-18%	-$47K	0.06%	145
2022 Q4	$234K	Buy	+803	New	+$230K	0.07%	146
2022 Q2	–	Sell	-803	Closed	-$228K	–	180
2022 Q1	$228K	Hold	803	–	–	0.05%	172
2021 Q4	$254K	Hold	803	–	–	0.06%	157
2021 Q3	$224K	Hold	803	–	–	0.06%	171
2021 Q2	$247K	Sell	803 -160	-17%	-$49.5K	0.07%	152
2021 Q1	$304K	Hold	963	–	–	0.09%	124
2020 Q4	$262K	Buy	+963	New	+$239K	0.08%	129
2020 Q3	–	Sell	-963	Closed	-$176K	–	377
2020 Q2	$176K	Hold	963	–	–	0.07%	160
2020 Q1	$125K	Sell	963 -337	-26%	-$61K	0.06%	172
2019 Q4	$270K	Buy	+1,300	New	+$252K	0.1%	125

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

CFM Wealth Partners's PH Position: Q2 2026 in Review

CFM Wealth Partners reduced its Parker-Hannifin (PH) stake by 8.3% in Q2 2026, selling an estimated $41.2K and leaving 498 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #103.

CFM Wealth Partners first reported a position in PH in Q4 2019 and has held it in 24 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

CFM Wealth Partners held 498 shares of Parker-Hannifin worth $487K as of Q2 2026.
CFM Wealth Partners sold 45 Parker-Hannifin shares in Q2 2026, an estimated $41.2K.
Parker-Hannifin made up 0.06% of CFM Wealth Partners's portfolio in Q2 2026, its #103 holding.
CFM Wealth Partners first reported a position in Parker-Hannifin in Q4 2019 and has held it in 24 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.