Jones Financial Companies
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Jones Financial Companies’s Graham Corp GHM Stock Holding History

Jones Financial Companies’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 		$122K Buy
1,558
+385
+33% +$30.2K ﹤0.01% 2592
2025
Q4 		$75.3K Buy
1,173
+77
+7% +$4.65K ﹤0.01% 2336
2025
Q3 		$58.6K Sell
1,096
-8
-0.7% -$409 ﹤0.01% 2308
2025
Q2 		$55.8K Sell
1,104
-458
-29% -$17K ﹤0.01% 2184
2025
Q1 		$45.4K Buy
1,562
+558
+56% +$21.2K ﹤0.01% 2103
2024
Q4 		$44.6K Buy
+1,004
New +$37.6K ﹤0.01% 1920

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

Jones Financial Companies's GHM Position: Q1 2026 in Review

Jones Financial Companies increased its Graham Corp (GHM) stake by 33% in Q1 2026, buying an estimated $30.2K and bringing the position to 1,558 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Jones Financial Companies first reported a position in GHM in Q4 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • Jones Financial Companies held 1,558 shares of Graham Corp worth $122K as of Q1 2026.
  • Jones Financial Companies bought 385 Graham Corp shares in Q1 2026, an estimated $30.2K.
  • Graham Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2592 holding.
  • Jones Financial Companies first reported a position in Graham Corp in Q4 2024 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.