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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

PH holding history

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

PH overviewAll 13F holders of PHFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2023
Holdings of PH by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−543−100.0%Sold outHolders
Q1 2024543$298.7K0.1%+543NewHolders
Q3 20230$00.0%−711−100.0%Sold outHolders
Q2 2023711$284.1K0.1%−3,330−82.4%ReducedHolders
Q1 20234,041$1.26M0.2%+4,041NewHolders