Wealth Management Associates, Inc.
Position in PH — Parker-Hannifin Corp
CIK 2067339
Cherry Hill, NJ
Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$352,123
+$29,837 QoQ
Shares Held
360
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,429
of 1,972 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealth Management Associates, Inc. holds $3,744,105 across 5 Specialty Industrial Machinery names. PH ranks #4 (9.4% of the industry book) .
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,123 | 360 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $322,286 | 360 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $316,425 | 360 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $272,934 | 360 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $251,449 | 360 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $223,688 | 368 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $234,059 | 368 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $232,509 | 368 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $223,900 | 486 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||