Covestor
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Covestor’s Graham Corp GHM Stock Holding History

Covestor’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 		$0 Sell
2
-8
-80% -$787 ﹤0.01% 2544
2026
Q2 		$1K Buy
10
+3
+43% +$298 ﹤0.01% 2172
2026
Q1 		$1K Sell
7
-1,864
-100% -$146K ﹤0.01% 2051
2025
Q4 		$120K Buy
1,871
+1,832
+4,697% +$111K 0.06% 473
2025
Q3 		$2K Sell
39
-13
-25% -$665 ﹤0.01% 1949
2025
Q2 		$3K Buy
52
+6
+13% +$222 ﹤0.01% 1791
2025
Q1 		$1K Sell
46
-42
-48% -$1.59K ﹤0.01% 1986
2024
Q4 		$4K Buy
88
+56
+175% +$2.1K ﹤0.01% 1758
2024
Q3 		$1K Buy
+32
New +$956 ﹤0.01% 1978

Other funds holding GHM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Covestor's GHM Position: Q3 2026 in Review

Covestor reduced its Graham Corp (GHM) stake by 80% in Q3 2026, selling an estimated $787 and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Covestor first reported a position in GHM in Q3 2024 and has held it in 9 quarters since. The position peaked at $120K in Q4 2025. 73 funds tracked by Wall St. Rank hold GHM as of Q3 2026.

  • Covestor held 2 shares of Graham Corp worth $0 as of Q3 2026.
  • Covestor sold 8 Graham Corp shares in Q3 2026, an estimated $787.
  • Graham Corp made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2544 holding.
  • Covestor first reported a position in Graham Corp in Q3 2024 and has held it in 9 quarters since.
  • Covestor's Graham Corp position peaked at $120K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Graham Corp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.