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Lloyd Advisory Services’s Parker-Hannifin PH Stock Holding History

Lloyd Advisory Services’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 		– Sell
-35
Closed -$30.8K – 997
2025
Q4 		$30.8K Buy
+35
New +$28.6K 0.01% 280
2022
Q2 		– Sell
-107
Closed -$30K – 420
2022
Q1 		$30K Hold
107
– – 0.01% 293
2021
Q4 		$34K Hold
107
– – 0.02% 246
2021
Q3 		$30K Sell
107
-10
-9% -$2.98K 0.02% 213
2021
Q2 		$36K Sell
117
-1
-0.8% -$310 0.02% 190
2021
Q1 		$37K Sell
118
-9
-7% -$2.6K 0.02% 167
2020
Q4 		$35K Sell
127
-5
-4% -$1.24K 0.02% 141
2020
Q3 		$27K Sell
132
-18
-12% -$3.54K 0.02% 143
2020
Q2 		$27K Buy
+150
New +$24.2K 0.02% 149

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

Lloyd Advisory Services's PH Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 35 shares — an estimated $30.8K sold.

Lloyd Advisory Services first reported a position in PH in Q2 2020 and held it in 9 quarters. The position peaked at $37K in Q1 2021. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 35 Parker-Hannifin shares in Q1 2026, an estimated $30.8K.
  • Lloyd Advisory Services first reported a position in Parker-Hannifin in Q2 2020 and held it in 9 quarters.
  • Lloyd Advisory Services's Parker-Hannifin position peaked at $37K in Q1 2021.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.