BXM Wealth LLC

Position in PH — Parker-Hannifin Corp

CIK 2052379 Englewood, CO

Position in PH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$619,149

+$200,177 QoQ

Shares Held

633

+35.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,180

of 1,972 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BXM Wealth LLC holds $3,119,963 across 6 Specialty Industrial Machinery names. PH ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	2,976	$804,918
2	PH	Parker-Hannifin Corp This page	633	$619,149
3	EMR	Emerson Electric Co	3,996	$572,027
4	CMI	Cummins Inc	654	$466,439
5	GEV	GE Vernova Inc.	383	$449,971
6	DOV	DOVER Corp	925	$207,459

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$619,149	633	+35.3%	Shares	Sole	2026-07-27
2026-03-31	$418,972	468	-99.3%	Shares	Sole	2026-04-23
2025-12-31	$349,018	62,803	+9401.2%	Shares	Sole	2026-01-20
2025-09-30	$501,137	661	+78.2%	Shares	Sole	2025-10-28
2025-06-30	$259,132	371	-7.5%	Shares	Sole	2025-07-29
2025-03-31	$243,747	401	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$253,139	398	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.