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Pinnacle Wealth Planning Services’s Graham Corp GHM Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$43.9K Buy
+355
New +$35.2K ﹤0.01% 1370
2021
Q1 		– Sell
-64
Closed -$1K – 980
2020
Q4 		$1K Buy
+64
New +$941 ﹤0.01% 2121

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Pinnacle Wealth Planning Services's GHM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Graham Corp (GHM) in Q2 2026: 355 shares worth $43.9K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in GHM as recently as Q4 2020.

Pinnacle Wealth Planning Services first reported a position in GHM in Q4 2020 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 355 shares of Graham Corp worth $43.9K as of Q2 2026.
  • Graham Corp was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Graham Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1370 holding.
  • Pinnacle Wealth Planning Services first reported a position in Graham Corp in Q4 2020 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.