HM Payson & Co’s Parker-Hannifin PH Stock Holding History

HM Payson & Co’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	$43.9M	Buy	44,921 +18,155	+68%	+$16.6M	0.58%	46
2026 Q1	$24M	Sell	26,766 -1,501	-5%	-$1.42M	0.35%	59
2025 Q4	$24.8M	Sell	28,267 -269	-0.9%	-$220K	0.35%	60
2025 Q3	$21.6M	Buy	28,536 +9	+0%	+$6.64K	0.31%	62
2025 Q2	$19.9M	Sell	28,527 -964	-3%	-$609K	0.32%	61
2025 Q1	$17.9M	Sell	29,491 -1	-0%	-$654	0.31%	62
2024 Q4	$18.8M	Sell	29,492 -1,131	-4%	-$749K	0.32%	62
2024 Q3	$19.3M	Sell	30,623 -35	-0.1%	-$19.9K	0.33%	66
2024 Q2	$15.5M	Sell	30,658 -18	-0.1%	-$9.65K	0.28%	69
2024 Q1	$17M	Sell	30,676 -410	-1%	-$208K	0.32%	68
2023 Q4	$14.3M	Sell	31,086 -298	-0.9%	-$124K	0.3%	66
2023 Q3	$12.2M	Sell	31,384 -434	-1%	-$174K	0.29%	66
2023 Q2	$12.4M	Sell	31,818 -898	-3%	-$304K	0.28%	66
2023 Q1	$11M	Sell	32,716 -8	-0%	-$2.65K	0.26%	68
2022 Q4	$9.52M	Sell	32,724 -60	-0.2%	-$17.2K	0.24%	71
2022 Q3	$7.94M	Sell	32,784 -545	-2%	-$147K	0.22%	74
2022 Q2	$8.2M	Sell	33,329 -169	-0.5%	-$45.2K	0.21%	79
2022 Q1	$9.51M	Sell	33,498 -468	-1%	-$141K	0.22%	75
2021 Q4	$10.8M	Sell	33,966 -6	-0%	-$1.86K	0.23%	76
2021 Q3	$9.5M	Sell	33,972 -6	-0%	-$1.78K	0.23%	76
2021 Q2	$10.4M	Sell	33,978 -288	-0.8%	-$89.2K	0.25%	76
2021 Q1	$10.8M	Sell	34,266 -203	-0.6%	-$58.6K	0.29%	75
2020 Q4	$9.39M	Sell	34,469 -1,155	-3%	-$286K	0.26%	78
2020 Q3	$7.21M	Sell	35,624 -646	-2%	-$127K	0.22%	84
2020 Q2	$6.65M	Sell	36,270 -4,070	-10%	-$657K	0.22%	82
2020 Q1	$5.23M	Buy	40,340 +3,830	+10%	+$693K	0.21%	81
2019 Q4	$7.51M	Sell	36,510 -800	-2%	-$155K	0.24%	81
2019 Q3	$6.74M	Buy	37,310 +1,004	+3%	+$171K	0.24%	82
2019 Q2	$6.17M	Sell	36,306 -1,770	-5%	-$305K	0.22%	82
2019 Q1	$6.54M	Buy	38,076 +37,695	+9,894%	+$6.25M	0.25%	81
2018 Q4	$57K	Sell	381 -35,738	-99%	-$5.78M	0.17%	84
2018 Q3	$6.64M	Sell	36,119 -2,150	-6%	-$369K	0.3%	70
2018 Q2	$5.96M	Sell	38,269 -41	-0.1%	-$6.99K	0.25%	79
2018 Q1	$6.55M	Sell	38,310 -1,302	-3%	-$247K	0.27%	81
2017 Q4	$7.91M	Sell	39,612 -347	-0.9%	-$64.5K	0.32%	75
2017 Q3	$6.99M	Sell	39,959 -654	-2%	-$107K	0.3%	79
2017 Q2	$6.49M	Sell	40,613 -926	-2%	-$147K	0.29%	76
2017 Q1	$6.66M	Sell	41,539 -127	-0.3%	-$19.3K	0.3%	76
2016 Q4	$5.83M	Hold	41,666	–	–	0.28%	80
2016 Q3	$5.23M	Sell	41,666 -3,365	-7%	-$401K	0.26%	80
2016 Q2	$4.87M	Sell	45,031 -780	-2%	-$87.4K	0.24%	84
2016 Q1	$5.09M	Sell	45,811 -4,899	-10%	-$492K	0.26%	81
2015 Q4	$4.92M	Sell	50,710 -672	-1%	-$68.1K	0.25%	89
2015 Q3	$5M	Buy	51,382 +671	+1%	+$72.9K	0.27%	84
2015 Q2	$5.9M	Sell	50,711 -492	-1%	-$59.4K	0.29%	85
2015 Q1	$6.08M	Sell	51,203 -2,314	-4%	-$280K	0.3%	80
2014 Q4	$6.9M	Sell	53,517 -2,585	-5%	-$317K	0.34%	77
2014 Q3	$6.4M	Sell	56,102 -10,981	-16%	-$1.29M	0.33%	80
2014 Q2	$8.43M	Sell	67,083 -1,581	-2%	-$197K	0.43%	69
2014 Q1	$8.22M	Sell	68,664 -41,465	-38%	-$4.97M	0.44%	70
2013 Q4	$14.2M	Sell	110,129 -25,328	-19%	-$2.94M	0.76%	41
2013 Q3	$14.7M	Sell	135,457 -10,342	-7%	-$1.06M	0.85%	38
2013 Q2	$13.9M	Buy	+145,799	New	+$13.7M	0.83%	41

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HM Payson & Co's PH Position: Q2 2026 in Review

HM Payson & Co increased its Parker-Hannifin (PH) stake by 68% in Q2 2026, buying an estimated $16.6M and bringing the position to 44,921 shares worth $43.9M. The position accounts for 0.58% of the portfolio, ranked #46.

HM Payson & Co first reported a position in PH in Q2 2013 and has held it in 53 quarters since. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

HM Payson & Co held 44,921 shares of Parker-Hannifin worth $43.9M as of Q2 2026.
HM Payson & Co bought 18,155 Parker-Hannifin shares in Q2 2026, an estimated $16.6M.
Parker-Hannifin made up 0.58% of HM Payson & Co's portfolio in Q2 2026, its #46 holding.
HM Payson & Co first reported a position in Parker-Hannifin in Q2 2013 and has held it in 53 quarters since.
298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.