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Annex Advisory Services’s Graham Corp GHM Stock Holding History

Annex Advisory Services’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
Q2 		$3.86M Sell
31,160
-377
-1% -$37.4K 0.07% 122
2026
Q1 		$2.49M Sell
31,537
-844
-3% -$66.1K 0.05% 141
2025
Q4 		$2.08M Sell
32,381
-400
-1% -$24.1K 0.04% 150
2025
Q3 		$1.8M Sell
32,781
-7,980
-20% -$408K 0.04% 135
2025
Q2 		$2.02M Buy
40,761
+3,858
+10% +$143K 0.05% 130
2025
Q1 		$1.06M Buy
+36,903
New +$1.4M 0.03% 158

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Annex Advisory Services's GHM Position: Q2 2026 in Review

Annex Advisory Services reduced its Graham Corp (GHM) stake by 1.2% in Q2 2026, selling an estimated $37.4K and leaving 31,160 shares worth $3.86M. The position accounts for 0.07% of the portfolio, ranked #122.

Annex Advisory Services first reported a position in GHM in Q1 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Annex Advisory Services held 31,160 shares of Graham Corp worth $3.86M as of Q2 2026.
  • Annex Advisory Services sold 377 Graham Corp shares in Q2 2026, an estimated $37.4K.
  • Graham Corp made up 0.07% of Annex Advisory Services's portfolio in Q2 2026, its #122 holding.
  • Annex Advisory Services first reported a position in Graham Corp in Q1 2025 and has held it in 6 quarters since.
  • 221 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.