Superior Planning, LLC’s Graham Corp GHM Stock Holding History

Superior Planning, LLC’s Portfolio GHM Stock Details GHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.38K	Buy	+16	New	+$1.57K	﹤0.01%	1677

Other funds holding GHM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Agman Capital Omaha, Nebraska $142M AUM 47.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Superior Planning, LLC's GHM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Graham Corp (GHM) in Q3 2026: 16 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #1677 among its holdings.

127 funds tracked by Wall St. Rank hold GHM as of Q3 2026.

Superior Planning, LLC held 16 shares of Graham Corp worth $1.38K as of Q3 2026.
Graham Corp was a new Superior Planning, LLC position in Q3 2026.
Graham Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1677 holding.
127 funds tracked by Wall St. Rank held Graham Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.