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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return