LWM
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Lyell Wealth Management’s Parker-Hannifin PH Stock Holding History

Lyell Wealth 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
Q1 		$276K Hold
308
– – 0.02% 189
2025
Q4 		$271K Buy
308
+13
+4% +$10.6K 0.02% 192
2025
Q3 		$224K Hold
295
– – 0.02% 202
2025
Q2 		$206K Buy
+295
New +$186K 0.02% 212

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

Lyell Wealth Management's PH Position: Q1 2026 in Review

Lyell Wealth Management held its Parker-Hannifin (PH) position steady in Q1 2026 at 308 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #189.

Lyell Wealth Management first reported a position in PH in Q2 2025 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Lyell Wealth Management held 308 shares of Parker-Hannifin worth $276K as of Q1 2026.
  • Lyell Wealth Management left its Parker-Hannifin share count unchanged in Q1 2026.
  • Parker-Hannifin made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Lyell Wealth Management first reported a position in Parker-Hannifin in Q2 2025 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.