Ownership history in Heirloom Wealth Management Β· 11 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in PARKER-HANNIFIN CORP (PH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Heirloom Wealth Management outperformed the S&P 500 by +17.9% annually on this PH position. Timing score: 60% (6/10 decisions correct). Average cost basis: $416.95. Maximum drawdown during holding period: β8.7%.
π₯ Exceptional β beat the S&P 500 by 17.9% per year on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $378.58 (2023 Q2) Β· Worst: $877.32 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 4 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Heirloom Wealth Management has been actively increasing its PH allocation β a bullish signal from insiders.
Currently 3.3% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size