Creative Planning
GHM icon

Creative Planning’s Graham Corp GHM Stock Holding History

Creative Planning’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 		$2.58M Buy
20,823
+1,468
+8% +$146K ﹤0.01% 1887
2026
Q1 		$1.53M Buy
19,355
+2,304
+14% +$181K ﹤0.01% 2121
2025
Q4 		$1.1M Buy
17,051
+1,687
+11% +$102K ﹤0.01% 2206
2025
Q3 		$843K Buy
15,364
+4,245
+38% +$217K ﹤0.01% 2279
2025
Q2 		$551K Buy
11,119
+3,828
+53% +$142K ﹤0.01% 2382
2025
Q1 		$210K Buy
+7,291
New +$277K ﹤0.01% 3025

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

Creative Planning's GHM Position: Q2 2026 in Review

Creative Planning increased its Graham Corp (GHM) stake by 7.6% in Q2 2026, buying an estimated $146K and bringing the position to 20,823 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Creative Planning first reported a position in GHM in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Creative Planning held 20,823 shares of Graham Corp worth $2.58M as of Q2 2026.
  • Creative Planning bought 1,468 Graham Corp shares in Q2 2026, an estimated $146K.
  • Graham Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1887 holding.
  • Creative Planning first reported a position in Graham Corp in Q1 2025 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.