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CM Wealth Advisors’s Graham Corp GHM Stock Holding History

CM Wealth Advisors’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 		$501K Buy
+4,045
New +$401K 0.09% 96
2023
Q2 		– Sell
-106,121
Closed -$1.36M – 267
2023
Q1 		$1.36M Buy
+106,121
New +$1.29M 0.26% 98

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

CM Wealth Advisors's GHM Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Graham Corp (GHM) in Q2 2026: 4,045 shares worth $501K. The stake represents 0.09% of the portfolio and ranks #96 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in GHM as recently as Q1 2023.

CM Wealth Advisors first reported a position in GHM in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.36M in Q1 2023. 222 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • CM Wealth Advisors held 4,045 shares of Graham Corp worth $501K as of Q2 2026.
  • Graham Corp was a new CM Wealth Advisors position in Q2 2026.
  • Graham Corp made up 0.09% of CM Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • CM Wealth Advisors first reported a position in Graham Corp in Q1 2023 and has held it in 2 quarters since.
  • CM Wealth Advisors's Graham Corp position peaked at $1.36M in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.