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Lafayette Investments’s Parker-Hannifin PH Stock Holding History

Lafayette Investments’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 		$4.53M Sell
5,055
-509
-9% -$482K 0.92% 29
2025
Q4 		$4.89M Sell
5,564
-635
-10% -$520K 0.92% 27
2025
Q3 		$4.7M Sell
6,199
-15
-0.2% -$11.1K 0.9% 30
2025
Q2 		$4.34M Sell
6,214
-98
-2% -$61.9K 0.88% 33
2025
Q1 		$3.84M Sell
6,312
-94
-1% -$61.5K 0.81% 35
2024
Q4 		$4.07M Sell
6,406
-4,381
-41% -$2.9M 0.87% 33
2024
Q3 		$6.82M Sell
10,787
-15
-0.1% -$8.52K 1.44% 21
2024
Q2 		$5.46M Sell
10,802
-3
-0% -$1.61K 1.24% 25
2024
Q1 		$6.01M Sell
10,805
-12
-0.1% -$6.1K 1.35% 24
2023
Q4 		$4.98M Sell
10,817
-200
-2% -$83.3K 1.24% 25
2023
Q3 		$4.29M Buy
11,017
+8
+0.1% +$3.21K 1.17% 25
2023
Q2 		$4.29M Sell
11,009
-70
-0.6% -$23.7K 1.13% 28
2023
Q1 		$3.72M Sell
11,079
-12
-0.1% -$3.97K 1.03% 31
2022
Q4 		$3.23M Sell
11,091
-96
-0.9% -$27.5K 0.91% 36
2022
Q3 		$2.71M Sell
11,187
-158
-1% -$42.8K 0.84% 39
2022
Q2 		$2.79M Buy
11,345
+771
+7% +$206K 0.81% 42
2022
Q1 		$3M Buy
10,574
+5,006
+90% +$1.51M 0.74% 42
2021
Q4 		$1.77M Sell
5,568
-50
-0.9% -$15.5K 0.44% 55
2021
Q3 		$1.57M Buy
5,618
+45
+0.8% +$13.4K 0.43% 54
2021
Q2 		$1.71M Sell
5,573
-340
-6% -$105K 0.47% 51
2021
Q1 		$1.86M Sell
5,913
-475
-7% -$137K 0.6% 48
2020
Q4 		$1.74M Hold
6,388
– – 0.59% 48
2020
Q3 		$1.29M Sell
6,388
-80
-1% -$15.7K 0.49% 50
2020
Q2 		$1.19M Buy
6,468
+1,410
+28% +$227K 0.49% 49
2020
Q1 		$656K Buy
5,058
+662
+15% +$120K 0.32% 53
2019
Q4 		$905K Buy
4,396
+1
+0% +$194 0.31% 50
2019
Q3 		$794K Hold
4,395
– – 0.29% 50
2019
Q2 		$747K Buy
4,395
+1,625
+59% +$280K 0.26% 50
2019
Q1 		$475K Buy
2,770
+170
+7% +$28.2K 0.17% 61
2018
Q4 		$388K Buy
+2,600
New +$421K 0.16% 63

Other funds holding PH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lafayette Investments's PH Position: Q1 2026 in Review

Lafayette Investments reduced its Parker-Hannifin (PH) stake by 9.1% in Q1 2026, selling an estimated $482K and leaving 5,055 shares worth $4.53M. The position accounts for 0.92% of the portfolio, ranked #29.

Lafayette Investments first reported a position in PH in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.82M in Q3 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Lafayette Investments held 5,055 shares of Parker-Hannifin worth $4.53M as of Q1 2026.
  • Lafayette Investments sold 509 Parker-Hannifin shares in Q1 2026, an estimated $482K.
  • Parker-Hannifin made up 0.92% of Lafayette Investments's portfolio in Q1 2026, its #29 holding.
  • Lafayette Investments first reported a position in Parker-Hannifin in Q4 2018 and has held it in 30 quarters since.
  • Lafayette Investments's Parker-Hannifin position peaked at $6.82M in Q3 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.