IFP Advisors
GHM icon

IFP Advisors’s Graham Corp GHM Stock Holding History

IFP Advisors’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 		$4.32K Hold
50
– – ﹤0.01% 3887
2026
Q2 		$6.19K Buy
+50
New +$4.96K ﹤0.01% 3656
2025
Q2 		– Hold
0
– – – 3356
2025
Q1 		– Hold
0
– – – 3991
2024
Q4 		– Hold
0
– – – 4077

Other funds holding GHM

AC
Agman Capital Omaha, Nebraska $142M AUM 47.58% 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
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
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

IFP Advisors's GHM Position: Q3 2026 in Review

IFP Advisors held its Graham Corp (GHM) position steady in Q3 2026 at 50 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3887.

IFP Advisors first reported a position in GHM in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.19K in Q2 2026. 54 funds tracked by Wall St. Rank hold GHM as of Q3 2026.

  • IFP Advisors held 50 shares of Graham Corp worth $4.32K as of Q3 2026.
  • IFP Advisors left its Graham Corp share count unchanged in Q3 2026.
  • Graham Corp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3887 holding.
  • IFP Advisors first reported a position in Graham Corp in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's Graham Corp position peaked at $6.19K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Graham Corp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.