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Lockerman Financial Group’s Parker-Hannifin PH Stock Holding History

Lockerman Financial Group’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
2025
Q3 		– Sell
-566
Closed -$395K – 126
2025
Q2 		$395K Sell
566
-1
-0.2% -$632 0.53% 56
2025
Q1 		$345K Buy
567
+33
+6% +$21.6K 0.52% 63
2024
Q4 		$340K Sell
534
-7
-1% -$4.63K 0.58% 52
2024
Q3 		$342K Buy
541
+39
+8% +$22.2K 0.58% 56
2024
Q2 		$254K Buy
502
+10
+2% +$5.36K 0.46% 82
2024
Q1 		$273K Buy
+492
New +$250K 0.52% 68

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lockerman Financial Group's PH Position: Q3 2025 in Review

Lockerman Financial Group sold out of Parker-Hannifin (PH) in Q3 2025, closing a stake of 566 shares — an estimated $395K sold.

Lockerman Financial Group first reported a position in PH in Q1 2024 and held it in 6 quarters. The position peaked at $395K in Q2 2025. 1,673 funds tracked by Wall St. Rank hold PH as of Q3 2025.

  • Lockerman Financial Group reported no remaining Parker-Hannifin position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 566 Parker-Hannifin shares in Q3 2025, an estimated $395K.
  • Lockerman Financial Group first reported a position in Parker-Hannifin in Q1 2024 and held it in 6 quarters.
  • Lockerman Financial Group's Parker-Hannifin position peaked at $395K in Q2 2025.
  • 1,673 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.