Carson Wealth (CWM LLC)
GHM icon

Carson Wealth (CWM LLC)’s Graham Corp GHM Stock Holding History

Carson Wealth (CWM 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
Q1 		$206K Buy
2,604
+23
+0.9% +$1.8K ﹤0.01% 2718
2025
Q4 		$166K Buy
2,581
+1
+0% +$60 ﹤0.01% 2716
2025
Q3 		$142K Buy
2,580
+2,200
+579% +$113K ﹤0.01% 2711
2025
Q2 		$19K Sell
380
-49
-11% -$1.82K ﹤0.01% 3941
2025
Q1 		$12K Buy
429
+124
+41% +$4.7K ﹤0.01% 4004
2024
Q4 		$14K Buy
305
+64
+27% +$2.4K ﹤0.01% 3673
2024
Q3 		$7K Buy
+241
New +$7.2K ﹤0.01% 3940

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
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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GHM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Graham Corp (GHM) stake by 0.89% in Q1 2026, buying an estimated $1.8K and bringing the position to 2,604 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Carson Wealth (CWM LLC) first reported a position in GHM in Q3 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,604 shares of Graham Corp worth $206K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23 Graham Corp shares in Q1 2026, an estimated $1.8K.
  • Graham Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2718 holding.
  • Carson Wealth (CWM LLC) first reported a position in Graham Corp in Q3 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.