Polen Capital Management
GHM icon

Polen Capital Management’s Graham Corp GHM Stock Holding History

Polen Capital Management’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 		$1.96M Sell
15,852
-1,961
-11% -$195K 0.02% 129
2026
Q1 		$1.41M Buy
17,813
+11,596
+187% +$909K 0.01% 126
2025
Q4 		$399K Buy
+6,217
New +$375K ﹤0.01% 193

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

Polen Capital Management's GHM Position: Q2 2026 in Review

Polen Capital Management reduced its Graham Corp (GHM) stake by 11% in Q2 2026, selling an estimated $195K and leaving 15,852 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #129.

Polen Capital Management first reported a position in GHM in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Polen Capital Management held 15,852 shares of Graham Corp worth $1.96M as of Q2 2026.
  • Polen Capital Management sold 1,961 Graham Corp shares in Q2 2026, an estimated $195K.
  • Graham Corp made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #129 holding.
  • Polen Capital Management first reported a position in Graham Corp in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.