Lee Financial’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $294K | Hold |
328
| – | – | 0.04% | 129 |
|
|
2025
Q4 | $288K | Sell |
328
-60
| -15% | -$49.1K | 0.04% | 120 |
|
|
2025
Q3 | $294K | Buy |
388
+60
| +18% | +$44.3K | 0.04% | 147 |
|
|
2025
Q2 | $229K | Buy |
+328
| New | +$207K | 0.03% | 137 |
|
|
2025
Q1 | – | Sell |
-370
| Closed | -$235K | – | 173 |
|
|
2024
Q4 | $235K | Hold |
370
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $234K | Buy |
+370
| New | +$210K | 0.03% | 162 |
|
|
2024
Q1 | – | Sell |
-305
| Closed | -$141K | – | 632 |
|
|
2023
Q4 | $141K | Hold |
305
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $119K | Hold |
305
| – | – | 0.02% | 153 |
|
|
2023
Q2 | $119K | Buy |
305
+11
| +4% | +$3.72K | 0.02% | 154 |
|
|
2023
Q1 | $98.8K | Hold |
294
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $85.6K | Hold |
294
| – | – | 0.01% | 209 |
|
|
2022
Q3 | $71K | Hold |
294
| – | – | 0.01% | 221 |
|
|
2022
Q2 | $72K | Sell |
294
-13
| -4% | -$3.48K | 0.01% | 214 |
|
|
2022
Q1 | $87K | Hold |
307
| – | – | 0.02% | 196 |
|
|
2021
Q4 | $98K | Hold |
307
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $86K | Buy |
307
+13
| +4% | +$3.87K | 0.02% | 190 |
|
|
2021
Q2 | $90K | Hold |
294
| – | – | 0.02% | 186 |
|
|
2021
Q1 | $93K | Hold |
294
| – | – | 0.02% | 182 |
|
|
2020
Q4 | $80K | Hold |
294
| – | – | 0.02% | 181 |
|
|
2020
Q3 | $59K | Hold |
294
| – | – | 0.02% | 210 |
|
|
2020
Q2 | $54K | Hold |
294
| – | – | 0.02% | 195 |
|
|
2020
Q1 | $38K | Hold |
294
| – | – | 0.01% | 191 |
|
|
2019
Q4 | $61K | Hold |
294
| – | – | 0.01% | 174 |
|
|
2019
Q3 | $53K | Hold |
294
| – | – | 0.01% | 186 |
|
|
2019
Q2 | $50K | Hold |
294
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $50K | Hold |
294
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $44K | Hold |
294
| – | – | 0.01% | 186 |
|
|
2018
Q3 | $54K | Sell |
294
-22
| -7% | -$3.78K | 0.01% | 187 |
|
|
2018
Q2 | $49K | Sell |
316
-2
| -0.6% | -$341 | 0.01% | 267 |
|
|
2018
Q1 | $54K | Buy |
318
+24
| +8% | +$4.55K | 0.01% | 255 |
|
|
2017
Q4 | $59K | Hold |
294
| – | – | 0.02% | 182 |
|
|
2017
Q3 | $51K | Hold |
294
| – | – | 0.02% | 182 |
|
|
2017
Q2 | $47K | Hold |
294
| – | – | 0.02% | 193 |
|
|
2017
Q1 | $47K | Sell |
294
-50
| -15% | -$7.59K | 0.02% | 177 |
|
|
2016
Q4 | $48K | Buy |
+344
| New | +$45.7K | 0.03% | 180 |
|
Other funds holding PH
VCM
Lee Financial's PH Position: Q1 2026 in Review
Lee Financial held its Parker-Hannifin (PH) position steady in Q1 2026 at 328 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #129.
Lee Financial first reported a position in PH in Q4 2016 and has held it in 35 quarters since. The position peaked at $294K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.
- Lee Financial held 328 shares of Parker-Hannifin worth $294K as of Q1 2026.
- Lee Financial left its Parker-Hannifin share count unchanged in Q1 2026.
- Parker-Hannifin made up 0.04% of Lee Financial's portfolio in Q1 2026, its #129 holding.
- Lee Financial first reported a position in Parker-Hannifin in Q4 2016 and has held it in 35 quarters since.
- Lee Financial's Parker-Hannifin position peaked at $294K in Q3 2025.
- 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.