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
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 $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's GHM Position: Q1 2026 in Review

Creative Planning increased its Graham Corp (GHM) stake by 14% in Q1 2026, buying an estimated $181K and bringing the position to 19,355 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Creative Planning first reported a position in GHM in Q1 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • Creative Planning held 19,355 shares of Graham Corp worth $1.53M as of Q1 2026.
  • Creative Planning bought 2,304 Graham Corp shares in Q1 2026, an estimated $181K.
  • Graham Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2121 holding.
  • Creative Planning first reported a position in Graham Corp in Q1 2025 and has held it in 5 quarters since.
  • 179 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.