Position in PH
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$354,079
-$3,784,615 QoQ
Shares Held
362
-92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,425
of 1,972 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Jackson Wealth Management, LLC holds $1,168,394 across 2 Specialty Industrial Machinery names. PH ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,911 | $814,315 | |
| 2 | PH |
Parker-Hannifin Corp
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|
362 | $354,079 |
All Filings in PH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,079 | 362 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $4,138,694 | 4,623 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,054,642 | 4,613 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,449,582 | 4,550 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,130,542 | 4,482 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,809,482 | 4,622 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,995,065 | 4,709 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,954,390 | 4,676 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,303,978 | 2,578 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $2,490,494 | 4,481 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,916,051 | 4,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,578,724 | 4,053 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||