Parker-Hannifin Corporation
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership5,754 shares
Latest Disclosed Value $ 5,151,211
CWM Advisors, LLC reports 53.57% decrease in ownership of PH / Parker-Hannifin Corporation

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 5,754 shares of Parker-Hannifin Corporation (MX:PH) valued at $5,151,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,392 shares of Parker-Hannifin Corporation. This represents a change in shares of -53.57% 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)
2026-05-13 2026-03-31 13F/A-1 PARKER-HANNIFIN COM 701094104 5,754 -6,638 -53.57 5,151 -52.71 1.0334
2026-04-23 2026-03-31 13F PARKER-HANNIFIN COM 701094104 12,312 -80 11,022 0.9071
2026-02-17 2025-12-31 13F PARKER-HANNIFIN COM 701094104 12,392 205 1.68 10,892 17.89 0.9800
2025-10-15 2025-09-30 13F PARKER-HANNIFIN COM 701094104 12,187 297 2.50 9,240 11.26 0.8993
2025-07-24 2025-06-30 13F PARKER-HANNIFIN COM 701094104 11,890 -496 -4.00 8,305 10.31 0.9047
2025-06-03 2025-03-31 13F PARKER-HANNIFIN COM 701094104 12,386 596 5.06 7,529 0.40 0.8949
2025-01-17 2024-12-31 13F PARKER-HANNIFIN COM 701094104 11,790 -151 -1.26 7,499 -0.61 0.8392
2024-10-10 2024-09-30 13F PARKER-HANNIFIN COM 701094104 11,941 -1,088 -8.35 7,545 14.48 0.7718
2024-08-12 2024-06-30 13F PARKER-HANNIFIN COM 701094104 13,029 -1,319 -9.19 6,590 -17.36 0.7595
2024-05-07 2024-03-31 13F PARKER-HANNIFIN COM 701094104 14,348 1,241 9.47 7,974 32.06 0.8159
2024-02-12 2023-12-31 13F PARKER-HANNIFIN COM 701094104 13,107 -1,150 -8.07 6,038 8.73 0.6641
2023-10-26 2023-09-30 13F PARKER-HANNIFIN COM 701094104 14,257 -1,968 -12.13 5,553 -12.25 0.7090
2023-07-31 2023-06-30 13F PARKER-HANNIFIN COM 701094104 16,225 -1,831 -10.14 6,328 4.28 0.7655
2023-04-24 2023-03-31 13F PARKER-HANNIFIN COM 701094104 18,056 3,011 20.01 6,069 38.60 0.7723
2023-01-26 2022-12-31 13F PARKER-HANNIFIN COM 701094104 15,045 858 6.05 4,378 27.34 0.5634
2022-11-07 2022-09-30 13F PARKER-HANNIFIN COM 701094104 14,187 -819 -5.46 3,438 -6.88 0.4857
2022-08-10 2022-06-30 13F PARKER-HANNIFIN COM 701094104 15,006 -646 -4.13 3,692 -16.88 0.4899
2022-04-21 2022-03-31 13F PARKER-HANNIFIN COM 701094104 15,652 -1,861 -10.63 4,442 -20.27 0.5141
2022-02-14 2021-12-31 13F/A-1 PARKER-HANNIFIN COM 701094104 17,513 2,095 13.59 5,571 29.23 0.6388
2021-11-09 2021-09-30 13F PARKER-HANNIFIN COM 701094104 15,418 4,862 46.06 4,311 32.97 0.5449
2021-08-10 2021-06-30 13F PARKER-HANNIFIN COM 701094104 10,556 688 6.97 3,242 4.14 0.4266
2021-04-30 2021-03-31 13F PARKER-HANNIFIN COM 701094104 9,868 3,294 50.11 3,113 73.81 0.4774
2021-02-12 2020-12-31 13F PARKER-HANNIFIN COM 701094104 6,574 466 7.63 1,791 44.90 0.3961
2020-11-16 2020-09-30 13F PARKER-HANNIFIN COM 701094104 6,108 -909 -12.95 1,236 -3.89 0.3401
2020-08-12 2020-06-30 13F PARKER HANNIFIN COM 701094104 7,017 1,143 19.46 1,286 68.77 0.4441
2020-05-08 2020-03-31 13F PARKER HANNIFIN COM 701094104 5,874 31 0.53 762 -36.66 0.3044
2020-01-24 2019-12-31 13F PARKER HANNIFIN COM 701094104 5,843 -32 -0.54 1,203 13.38 0.4314
2019-11-13 2019-09-30 13F PARKER HANNIFIN COM 701094104 5,875 281 5.02 1,061 11.57 0.4045
2019-07-16 2019-06-30 13F PARKER HANNIFIN COM 701094104 5,594 315 5.97 951 4.97 0.4000
2019-05-16 2019-03-31 13F PARKER HANNIFIN COM 701094104 5,279 1,064 25.24 906 44.04 0.4207
2019-02-21 2018-12-31 13F/A-1 PARKER HANNIFIN COM 701094104 4,215 491 13.18 629 -8.18 0.4229
2019-02-01 2018-12-31 13F PARKER HANNIFIN COM 701094104 2,390 -790 356
2019-02-21 2018-09-30 13F/A-1 PARKER HANNIFIN COM 701094104 3,724 283 8.22 685 27.80 0.4221
2018-11-07 2018-09-30 13F PARKER HANNIFIN COM 701094104 3,180 3,180 585
2019-02-21 2018-06-30 13F/A-1 PARKER HANNIFIN COM 701094104 3,441 1,680 95.40 536 78.07 0.3809
2019-02-22 2018-03-31 13F/A-1 PARKER HANNIFIN COM 701094104 1,761 445 33.81 301 14.45 0.3067
2019-02-21 2017-12-31 13F/A-1 PARKER HANNIFIN COM 701094104 1,316 1,316 263 0.2236
2018-02-15 2017-12-31 13F Parker-Hannifin COM 701094104 403 80 0.0637
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.