CM Wealth Advisors
GHM icon

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
Q3 		$349K Hold
4,045
– – 0.06% 126
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

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $142M AUM 47.58% 1-Year Est. Return
Philadelphia Trust Company
Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

CM Wealth Advisors's GHM Position: Q3 2026 in Review

CM Wealth Advisors held its Graham Corp (GHM) position steady in Q3 2026 at 4,045 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #126.

CM Wealth Advisors first reported a position in GHM in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.36M in Q1 2023. 104 funds tracked by Wall St. Rank hold GHM as of Q3 2026.

  • CM Wealth Advisors held 4,045 shares of Graham Corp worth $349K as of Q3 2026.
  • CM Wealth Advisors left its Graham Corp share count unchanged in Q3 2026.
  • Graham Corp made up 0.06% of CM Wealth Advisors's portfolio in Q3 2026, its #126 holding.
  • CM Wealth Advisors first reported a position in Graham Corp in Q1 2023 and has held it in 3 quarters since.
  • CM Wealth Advisors's Graham Corp position peaked at $1.36M in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Graham Corp as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.