Pinnacle Wealth Planning Services
GHM icon

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
Q3 		$604 Sell
7
-348
-98% -$34.2K ﹤0.01% 2671
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

AC
Agman Capital Omaha, Nebraska $142M AUM 47.58% 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
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 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
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Pinnacle Wealth Planning Services's GHM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Graham Corp (GHM) stake by 98% in Q3 2026, selling an estimated $34.2K and leaving 7 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Pinnacle Wealth Planning Services first reported a position in GHM in Q4 2020 and has held it in 3 quarters since. The position peaked at $43.9K in Q2 2026. 41 funds tracked by Wall St. Rank hold GHM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 7 shares of Graham Corp worth $604 as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 348 Graham Corp shares in Q3 2026, an estimated $34.2K.
  • Graham Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2671 holding.
  • Pinnacle Wealth Planning Services first reported a position in Graham Corp in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Graham Corp position peaked at $43.9K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Graham Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.