Position in PH
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$3,025,015
+$33,915 QoQ
Shares Held
3,379
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Western Wealth Management, LLC holds $17,850,802 across 26 Specialty Industrial Machinery names. PH ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,615 | $4,901,332 | |
| 2 | ETN |
Eaton Corp plc
|
11,675 | $4,175,797 | |
| 3 | PH |
Parker-Hannifin Corp
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|
3,379 | $3,025,015 | |
| 4 | CMI |
Cummins Inc
|
2,704 | $1,454,805 | |
| 5 | EMR |
Emerson Electric Co
|
7,673 | $1,005,316 | |
| 6 | OTIS |
Otis Worldwide Corp
|
12,471 | $961,264 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,373 | $851,622 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,043 | $531,772 |
All Filings in PH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,025,015 | 3,379 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,991,100 | 3,403 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,504,169 | 3,303 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,259,550 | 3,235 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,886,766 | 3,104 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,938,619 | 3,048 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,629,463 | 2,579 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,231,141 | 2,434 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,264,978 | 2,276 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,017,686 | 2,209 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $803,190 | 2,062 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $738,345 | 1,893 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $575,084 | 1,711 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $357,057 | 1,227 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $535,505 | 2,210 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||