Geode Capital Management’s GrafTech EAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.51M | Buy |
425,244
+254,737
| +149% | +$2.15M | ﹤0.01% | 3142 |
|
|
2026
Q1 | $1.16M | Sell |
170,507
-22,551
| -12% | -$238K | ﹤0.01% | 3316 |
|
|
2025
Q4 | $3M | Buy |
193,058
+32,815
| +20% | +$499K | ﹤0.01% | 3011 |
|
|
2025
Q3 | $2.06M | Sell |
160,243
-54,849
| -26% | -$635K | ﹤0.01% | 3174 |
|
|
2025
Q2 | $2.09M | Sell |
215,092
-294,892
| -58% | -$2.61M | ﹤0.01% | 3123 |
|
|
2025
Q1 | $4.46M | Sell |
509,984
-126
| -0% | -$1.64K | ﹤0.01% | 2711 |
|
|
2024
Q4 | $8.83M | Buy |
510,110
+4,804
| +1% | +$89.5K | ﹤0.01% | 2452 |
|
|
2024
Q3 | $6.67M | Buy |
505,306
+5,942
| +1% | +$49.5K | ﹤0.01% | 2603 |
|
|
2024
Q2 | $4.84M | Buy |
499,364
+86,682
| +21% | +$1.33M | ﹤0.01% | 2743 |
|
|
2024
Q1 | $5.7M | Buy |
412,682
+4,785
| +1% | +$74.6K | ﹤0.01% | 2630 |
|
|
2023
Q4 | $8.93M | Buy |
407,897
+19,983
| +5% | +$565K | ﹤0.01% | 2408 |
|
|
2023
Q3 | $14.9M | Buy |
387,914
+14,011
| +4% | +$585K | ﹤0.01% | 2016 |
|
|
2023
Q2 | $18.8M | Buy |
373,903
+15,369
| +4% | +$715K | ﹤0.01% | 1887 |
|
|
2023
Q1 | $17.4M | Buy |
358,534
+14,284
| +4% | +$773K | ﹤0.01% | 1896 |
|
|
2022
Q4 | $16.4M | Buy |
344,250
+9,228
| +3% | +$448K | ﹤0.01% | 1910 |
|
|
2022
Q3 | $14.4M | Buy |
335,022
+2,610
| +0.8% | +$166K | ﹤0.01% | 1981 |
|
|
2022
Q2 | $23.5M | Sell |
332,412
-8,884
| -3% | -$774K | ﹤0.01% | 1652 |
|
|
2022
Q1 | $32.8M | Buy |
341,296
+8,144
| +2% | +$846K | ﹤0.01% | 1552 |
|
|
2021
Q4 | $39.4M | Buy |
333,152
+8,455
| +3% | +$980K | ﹤0.01% | 1482 |
|
|
2021
Q3 | $33.5M | Buy |
324,697
+54,979
| +20% | +$6.01M | ﹤0.01% | 1609 |
|
|
2021
Q2 | $31.3M | Buy |
269,718
+92,171
| +52% | +$11.6M | ﹤0.01% | 1673 |
|
|
2021
Q1 | $21.7M | Buy |
177,547
+83,702
| +89% | +$9.67M | ﹤0.01% | 1828 |
|
|
2020
Q4 | $10M | Buy |
93,845
+9,808
| +12% | +$788K | ﹤0.01% | 2183 |
|
|
2020
Q3 | $5.75M | Buy |
84,037
+16,135
| +24% | +$1.13M | ﹤0.01% | 2310 |
|
|
2020
Q2 | $5.42M | Buy |
67,902
+2,769
| +4% | +$208K | ﹤0.01% | 2298 |
|
|
2020
Q1 | $5.29M | Sell |
65,133
-1,191
| -2% | -$115K | ﹤0.01% | 2115 |
|
|
2019
Q4 | $7.71M | Buy |
66,324
+162
| +0.2% | +$20.4K | ﹤0.01% | 2186 |
|
|
2019
Q3 | $8.47M | Buy |
66,162
+2,411
| +4% | +$286K | ﹤0.01% | 2046 |
|
|
2019
Q2 | $7.33M | Sell |
63,751
-31,628
| -33% | -$3.71M | ﹤0.01% | 2149 |
|
|
2019
Q1 | $12.2M | Buy |
95,379
+19,254
| +25% | +$2.56M | ﹤0.01% | 1760 |
|
|
2018
Q4 | $8.71M | Buy |
76,125
+14,744
| +24% | +$2.25M | ﹤0.01% | 1867 |
|
|
2018
Q3 | $12M | Buy |
61,381
+24,863
| +68% | +$4.69M | ﹤0.01% | 1790 |
|
|
2018
Q2 | $6.57M | Buy |
+36,518
| New | +$6.66M | ﹤0.01% | 2151 |
|
Other funds holding EAF
YAM
MAMNY
BSP
SCM
Geode Capital Management's EAF Position: Q2 2026 in Review
Geode Capital Management increased its GrafTech (EAF) stake by 149% in Q2 2026, buying an estimated $2.15M and bringing the position to 425,244 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3142.
Geode Capital Management first reported a position in EAF in Q2 2018 and has held it in 33 quarters since. The position peaked at $39.4M in Q4 2021. 89 funds tracked by Wall St. Rank hold EAF as of Q2 2026.
- Geode Capital Management held 425,244 shares of GrafTech worth $2.51M as of Q2 2026.
- Geode Capital Management bought 254,737 GrafTech shares in Q2 2026, an estimated $2.15M.
- GrafTech made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3142 holding.
- Geode Capital Management first reported a position in GrafTech in Q2 2018 and has held it in 33 quarters since.
- Geode Capital Management's GrafTech position peaked at $39.4M in Q4 2021.
- 89 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.
Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.