Parker-Hannifin Corporation
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionCapital Wealth Planning, LLC
Latest Disclosed Ownership951 shares
Latest Disclosed Value $ 851,373
Capital Wealth Planning, LLC reports 4.28% increase in ownership of PH / Parker-Hannifin Corporation

On May 15, 2026 - Capital Wealth Planning, LLC filed a 13F-HR form disclosing ownership of 951 shares of Parker-Hannifin Corporation (MX:PH) valued at $851,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 912 shares of Parker-Hannifin Corporation. This represents a change in shares of 4.28% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PARKER-HANNIFIN COM 701094104 951 39 4.28 851 6.24 0.0037
2026-02-11 2025-12-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 802 15.92 0.0052
2025-11-13 2025-09-30 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 691 8.48 0.0049
2025-08-07 2025-06-30 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 637 14.98 0.0050
2025-05-12 2025-03-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 554 -4.48 0.0048
2025-02-05 2024-12-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 580 0.69 0.0054
2024-11-12 2024-09-30 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 576 24.95 0.0054
2024-08-09 2024-06-30 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 461 -8.89 0.0048
2024-05-07 2024-03-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 507 20.48 0.0054
2024-02-08 2023-12-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 420 18.31 0.0048
2023-11-06 2023-09-30 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 355 0.00 0.0044
2023-08-04 2023-06-30 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 356 16.01 0.0044
2023-05-04 2023-03-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 307 15.47 0.0041
2023-02-03 2022-12-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 265 19.91 0.0039
2022-11-09 2022-09-30 13F PARKER-HANNIFIN COM 701094104 912 912 221 0.0040
2022-08-08 2022-06-30 13F PARKER-HANNIFIN COM 701094104 0 -912 -100.00 0 -100.00
2022-05-11 2022-03-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 259 -10.69 0.0052
2022-02-04 2021-12-31 13F PARKER-HANNIFIN COM 701094104 912 912 290 0.0064
2021-11-03 2021-09-30 13F PARKER-HANNIFIN COM 701094104 0 -912 -100.00 0 -100.00
2021-08-03 2021-06-30 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 280 -2.78 0.0079
2021-04-19 2021-03-31 13F PARKER-HANNIFIN COM 701094104 912 0 0.00 288 14.74 0.0094
2021-01-25 2020-12-31 13F PARKER-HANNIFIN COM 701094104 912 912 251 0.0097
2018-02-14 2017-12-31 13F Parker-Hannifin E 701094104 0 -7,000 -100.00 0 -100.00
2017-11-15 2017-09-30 13F Parker-Hannifin E 701094104 7,000 0 0.00 1,225 9.47 0.9649
2017-08-10 2017-06-30 13F Parker-Hannifin COM 701094104 7,000 0 0.00 1,119 -0.27 0.1791
2017-05-10 2017-03-31 13F Parker-Hannifin E 701094104 7,000 0 0.00 1,122 14.49 0.9474
2017-02-15 2016-12-31 13F Parker Hannifin E 701094104 7,000 -1,000 -12.50 980 -2.39 0.8662
2016-11-15 2016-09-30 13F Parker-Hannifin E 701094104 8,000 0 0.00 1,004 14.74 0.7752
2016-08-12 2016-06-30 13F Parker-Hannifin E 701094104 8,000 0 0.00 875 -1.57 0.6595
2016-05-12 2016-03-31 13F Parker-Hannifin E 701094104 8,000 0 0.00 889 14.56 0.6392
2016-02-12 2015-12-31 13F Parker-Hannifin E 701094104 8,000 0 0.00 776 1.04 0.7122
2015-11-13 2015-09-30 13F Parker-Hannifin E 701094104 8,000 0 0.00 768 -17.51 0.6121
2015-08-13 2015-06-30 13F Parker-Hannifin E 701094104 8,000 0 0.00 931 -2.00 0.5558
2015-05-13 2015-03-31 13F Parker-Hannifin E 701094104 8,000 0 0.00 950 -7.95 0.4949
2015-02-13 2014-12-31 13F/A-1 Parker-Hannifin E 701094104 8,000 0 0.00 1,032 13.03 0.4813
2014-11-17 2014-09-30 13F Parker-Hannifin E 701094104 8,000 0 0.00 913 -9.24 0.3703
2014-08-20 2014-06-30 13F Parker-Hannifin E 701094104 8,000 8,000 1,006 0.3719
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.