Wellington Shields Capital Management’s Parker-Hannifin PH Stock Holding History

Wellington Shields Capital 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	$71.6K	Hold	80	–	–	0.01%	289
2025 Q4	$70.3K	Hold	80	–	–	0.01%	278
2025 Q3	$60.7K	Hold	80	–	–	0.01%	301
2025 Q2	$55.9K	Buy	+80	New	+$50.5K	0.01%	294
2018 Q2	–	Sell	-1,650	Closed	-$282K	–	325
2018 Q1	$282K	Hold	1,650	–	–	0.04%	270
2017 Q4	$329K	Buy	+1,650	New	+$307K	0.05%	267

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

Wellington Shields Capital Management's PH Position: Q1 2026 in Review

Wellington Shields Capital Management held its Parker-Hannifin (PH) position steady in Q1 2026 at 80 shares worth $71.6K. The position accounts for 0.01% of the portfolio, ranked #289.

Wellington Shields Capital Management first reported a position in PH in Q4 2017 and has held it in 6 quarters since. The position peaked at $329K in Q4 2017. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Wellington Shields Capital Management held 80 shares of Parker-Hannifin worth $71.6K as of Q1 2026.
Wellington Shields Capital Management left its Parker-Hannifin share count unchanged in Q1 2026.
Parker-Hannifin made up 0.01% of Wellington Shields Capital Management's portfolio in Q1 2026, its #289 holding.
Wellington Shields Capital Management first reported a position in Parker-Hannifin in Q4 2017 and has held it in 6 quarters since.
Wellington Shields Capital Management's Parker-Hannifin position peaked at $329K in Q4 2017.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.