Commonwealth Equity Services
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Commonwealth Equity Services’s Graham Corp GHM Stock Holding History

Commonwealth Equity 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 		$595K Sell
4,803
-978
-17% -$97K ﹤0.01% 3173
2026
Q1 		$456K Sell
5,781
-59
-1% -$4.62K ﹤0.01% 3286
2025
Q4 		$375K Buy
5,840
+582
+11% +$35.1K ﹤0.01% 3453
2025
Q3 		$289K Sell
5,258
-469
-8% -$24K ﹤0.01% 3684
2025
Q2 		$284K Buy
+5,727
New +$212K ﹤0.01% 3643
2025
Q1 		– Sell
-5,797
Closed -$258K – 4214
2024
Q4 		$258K Buy
+5,797
New +$217K ﹤0.01% 3554

Other funds holding GHM

AC
Agman Capital Omaha, Nebraska $159M AUM
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Commonwealth Equity Services's GHM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Graham Corp (GHM) stake by 17% in Q2 2026, selling an estimated $97K and leaving 4,803 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Commonwealth Equity Services first reported a position in GHM in Q4 2024 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Commonwealth Equity Services held 4,803 shares of Graham Corp worth $595K as of Q2 2026.
  • Commonwealth Equity Services sold 978 Graham Corp shares in Q2 2026, an estimated $97K.
  • Graham Corp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3173 holding.
  • Commonwealth Equity Services first reported a position in Graham Corp in Q4 2024 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.