MBM Wealth Consultants’s Parker-Hannifin PH Stock Holding History

MBM Wealth Consultants’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	$224K	Sell	250 -22	-8%	-$20.8K	0.05%	105
2025 Q4	$239K	Hold	272	–	–	0.06%	105
2025 Q3	$206K	Buy	+272	New	+$201K	0.05%	106
2023 Q2	–	Sell	-150	Closed	-$50K	–	225
2023 Q1	$50K	Hold	150	–	–	0.02%	157
2022 Q4	$44K	Hold	150	–	–	0.02%	167
2022 Q3	$38K	Sell	150 -201	-57%	-$54.4K	0.02%	161
2022 Q2	$86K	Sell	351 -149	-30%	-$39.9K	0.04%	117
2022 Q1	$142K	Buy	+500	New	+$151K	0.06%	111

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MBM Wealth Consultants's PH Position: Q1 2026 in Review

MBM Wealth Consultants reduced its Parker-Hannifin (PH) stake by 8.1% in Q1 2026, selling an estimated $20.8K and leaving 250 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #105.

MBM Wealth Consultants first reported a position in PH in Q1 2022 and has held it in 8 quarters since. The position peaked at $239K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

MBM Wealth Consultants held 250 shares of Parker-Hannifin worth $224K as of Q1 2026.
MBM Wealth Consultants sold 22 Parker-Hannifin shares in Q1 2026, an estimated $20.8K.
Parker-Hannifin made up 0.05% of MBM Wealth Consultants's portfolio in Q1 2026, its #105 holding.
MBM Wealth Consultants first reported a position in Parker-Hannifin in Q1 2022 and has held it in 8 quarters since.
MBM Wealth Consultants's Parker-Hannifin position peaked at $239K in Q4 2025.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on MBM Wealth Consultants's 13F filing for Q1 2026, filed 20 Apr 2026.