LPL Financial
GHM icon

LPL Financial’s Graham Corp GHM Stock Holding History

LPL Financial’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 		$2.14M Buy
27,162
+2,084
+8% +$163K ﹤0.01% 3437
2025
Q4 		$1.61M Sell
25,078
-1,069
-4% -$64.5K ﹤0.01% 3595
2025
Q3 		$1.44M Sell
26,147
-6,908
-21% -$354K ﹤0.01% 3643
2025
Q2 		$1.64M Sell
33,055
-239
-0.7% -$8.86K ﹤0.01% 3315
2025
Q1 		$960K Buy
33,294
+14,979
+82% +$568K ﹤0.01% 3594
2024
Q4 		$814K Buy
18,315
+4,769
+35% +$179K ﹤0.01% 3678
2024
Q3 		$401K Buy
13,546
+895
+7% +$26.7K ﹤0.01% 4196
2024
Q2 		$356K Buy
12,651
+458
+4% +$13.2K ﹤0.01% 4132
2024
Q1 		$333K Buy
12,193
+1,893
+18% +$42.4K ﹤0.01% 4122
2023
Q4 		$195K Hold
10,300
– – ﹤0.01% 4400
2023
Q3 		$171K Buy
10,300
+100
+1% +$1.51K ﹤0.01% 4288
2023
Q2 		$135K Sell
10,200
-1,650
-14% -$20.8K ﹤0.01% 4267
2023
Q1 		$155K Hold
11,850
– – ﹤0.01% 4116
2022
Q4 		$114K Buy
+11,850
New +$110K ﹤0.01% 4138
2016
Q1 		– Sell
-11,788
Closed -$190K – 3147
2015
Q4 		$190K Buy
+11,788
New +$206K ﹤0.01% 2841

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

LPL Financial's GHM Position: Q1 2026 in Review

LPL Financial increased its Graham Corp (GHM) stake by 8.3% in Q1 2026, buying an estimated $163K and bringing the position to 27,162 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

LPL Financial first reported a position in GHM in Q4 2015 and has held it in 15 quarters since. 179 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • LPL Financial held 27,162 shares of Graham Corp worth $2.14M as of Q1 2026.
  • LPL Financial bought 2,084 Graham Corp shares in Q1 2026, an estimated $163K.
  • Graham Corp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3437 holding.
  • LPL Financial first reported a position in Graham Corp in Q4 2015 and has held it in 15 quarters since.
  • 179 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.