PH β€” PARKER-HANNIFIN

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  Β·  5 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported PARKER-HANNIFIN (PH) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows PH at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in PARKER-HANNIFIN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PH was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LVM CAPITAL MANAGEMENT LTD/MI held PH β€” position size vs. price
% of Fund (quarterly)    PH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 299 β€” 0% 0.03% $268K 2026-05-15 (Est.) $nan
2025 Q4 UNCHANGED 299 β€” 0% 0.02% $263K 2026-01-12 $927.21
2025 Q3 UNCHANGED 299 β€” 0% 0.02% $227K 2025-10-09 $735.77
2025 Q2 REDUCED 299 -50 -14.3% 0.02% $209K 2025-07-02 $706.92
2024 Q4 INITIATED 349 β€” β€” 0.02% $222K 2025-01-10 $622.80

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and PH

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning PH?

LVM CAPITAL MANAGEMENT LTD/MI reported PH across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PH position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for PH was 0.03% in 2026 Q1.

What is the latest reported PH position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 299 shares, equal to 0.03% of portfolio, with an estimated market value of $268K.

What does the chart on this PH ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly PH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to LVM CAPITAL MANAGEMENT LTD/MI Holdings