Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,370,601
+$345,586 QoQ
Shares Held
3,446
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#673
of 1,979 holders
Holding Since
Sep 2022
16 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, 2026Western Wealth Management, LLC holds $21,770,124 across 10 Specialty Industrial Machinery names. PH ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,839 | $6,860,007 | |
| 2 | ETN |
Eaton Corp plc
|
12,346 | $5,260,877 | |
| 3 | PH |
Parker-Hannifin Corp
This page
|
3,446 | $3,370,601 | |
| 4 | CMI |
Cummins Inc
|
2,749 | $1,960,613 | |
| 5 | ROK |
Rockwell Automation, Inc
|
2,377 | $1,176,805 | |
| 6 | EMR |
Emerson Electric Co
|
7,131 | $1,020,802 | |
| 7 | OTIS |
Otis Worldwide Corp
|
11,462 | $820,679 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,974 | $804,377 |
All Filings in PH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,370,601 | 3,446 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||