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Blue Trust Inc’s Graham Corp GHM Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-515
Closed -$28.3K – 2613
2025
Q3 		$28.3K Buy
+515
New +$26.4K ﹤0.01% 1577
2025
Q2 		– Sell
-352
Closed -$10.1K – 2514
2025
Q1 		$10.1K Hold
352
– – ﹤0.01% 1886
2024
Q4 		$15.7K Buy
+352
New +$13.2K ﹤0.01% 1682

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Blue Trust Inc's GHM Position: Q4 2025 in Review

Blue Trust Inc sold out of Graham Corp (GHM) in Q4 2025, closing a stake of 515 shares — an estimated $28.3K sold.

Blue Trust Inc first reported a position in GHM in Q4 2024 and held it in 3 quarters. The position peaked at $28.3K in Q3 2025. 161 funds tracked by Wall St. Rank hold GHM as of Q4 2025.

  • Blue Trust Inc reported no remaining Graham Corp position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 515 Graham Corp shares in Q4 2025, an estimated $28.3K.
  • Blue Trust Inc first reported a position in Graham Corp in Q4 2024 and held it in 3 quarters.
  • Blue Trust Inc's Graham Corp position peaked at $28.3K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Graham Corp as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.