CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PH holding history

Parker-Hannifin Corp in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PH overview All 13F holders of PH Full Q2 2026 holdings

Shares (Q2 2026): 25,253
Value: $24.7M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of PH by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,253	$24.7M	1.0%	+7,187+39.8%	Added	Holders
Q1 2026	18,066	$16.2M	0.9%	+5,674+45.8%	Added	Holders
Q4 2025	12,392	$10.9M	1.0%	+205+1.7%	Added	Holders
Q3 2025	12,187	$9.24M	0.9%	+297+2.5%	Added	Holders
Q2 2025	11,890	$8.30M	0.9%	−496−4.0%	Reduced	Holders
Q1 2025	12,386	$7.53M	0.9%	+596+5.1%	Added	Holders
Q4 2024	11,790	$7.50M	0.8%	−151−1.3%	Reduced	Holders
Q3 2024	11,941	$7.54M	0.8%	−1,088−8.4%	Reduced	Holders
Q2 2024	13,029	$6.59M	0.8%	−1,319−9.2%	Reduced	Holders
Q1 2024	14,348	$7.97M	0.8%	+1,241+9.5%	Added	Holders
Q4 2023	13,107	$6.04M	0.7%	−1,150−8.1%	Reduced	Holders
Q3 2023	14,257	$5.55M	0.7%	−1,968−12.1%	Reduced	Holders
Q2 2023	16,225	$6.33M	0.8%	−1,831−10.1%	Reduced	Holders
Q1 2023	18,056	$6.07M	0.8%	+3,011+20.0%	Added	Holders
Q4 2022	15,045	$4.38M	0.6%	+858+6.0%	Added	Holders
Q3 2022	14,187	$3.44M	0.5%	−819−5.5%	Reduced	Holders
Q2 2022	15,006	$3.69M	0.5%	−646−4.1%	Reduced	Holders
Q1 2022	15,652	$4.44M	0.5%	−1,861−10.6%	Reduced	Holders
Q4 2021	17,513	$5.57M	0.6%	+2,095+13.6%	Added	Holders
Q3 2021	15,418	$4.31M	0.5%	+4,862+46.1%	Added	Holders
Q2 2021	10,556	$3.24M	0.4%	+688+7.0%	Added	Holders
Q1 2021	9,868	$3.11M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.