JCM
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Jacobsen Capital Management’s Parker-Hannifin PH Stock Holding History

Jacobsen Capital Management’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 		$284K Hold
290
– – 0.08% 91
2026
Q1 		$260K Sell
290
-80
-22% -$75.7K 0.09% 96
2025
Q4 		$325K Hold
370
– – 0.11% 78
2025
Q3 		$281K Buy
370
+1
+0.3% +$738 0.1% 85
2025
Q2 		$258K Buy
369
+36
+11% +$22.7K 0.09% 95
2025
Q1 		$202K Buy
+333
New +$218K 0.09% 100

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jacobsen Capital Management's PH Position: Q2 2026 in Review

Jacobsen Capital Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 290 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #91.

Jacobsen Capital Management first reported a position in PH in Q1 2025 and has held it in 6 quarters since. The position peaked at $325K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Jacobsen Capital Management held 290 shares of Parker-Hannifin worth $284K as of Q2 2026.
  • Jacobsen Capital Management left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.08% of Jacobsen Capital Management's portfolio in Q2 2026, its #91 holding.
  • Jacobsen Capital Management first reported a position in Parker-Hannifin in Q1 2025 and has held it in 6 quarters since.
  • Jacobsen Capital Management's Parker-Hannifin position peaked at $325K in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.