RWM
GHM icon

Ritholtz Wealth Management’s Graham Corp GHM Stock Holding History

Ritholtz Wealth 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
Q1 		$496K Sell
6,283
-194
-3% -$15.2K 0.01% 793
2025
Q4 		$416K Sell
6,477
-151
-2% -$9.11K 0.01% 778
2025
Q3 		$364K Sell
6,628
-522
-7% -$26.7K 0.01% 778
2025
Q2 		$354K Sell
7,150
-2,760
-28% -$102K 0.01% 743
2025
Q1 		$286K Sell
9,910
-4,299
-30% -$163K 0.01% 761
2024
Q4 		$632K Sell
14,209
-4,225
-23% -$158K 0.02% 495
2024
Q3 		$545K Sell
18,434
-3,496
-16% -$104K 0.02% 534
2024
Q2 		$618K Sell
21,930
-737
-3% -$21.2K 0.02% 457
2024
Q1 		$618K Buy
22,667
+2,441
+12% +$54.7K 0.02% 479
2023
Q4 		$384K Buy
20,226
+3,222
+19% +$56K 0.01% 543
2023
Q3 		$282K Buy
17,004
+3,278
+24% +$49.5K 0.01% 561
2023
Q2 		$182K Sell
13,726
-7,975
-37% -$100K 0.01% 627
2023
Q1 		$284K Buy
+21,701
New +$264K 0.01% 529

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

Ritholtz Wealth Management's GHM Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Graham Corp (GHM) stake by 3% in Q1 2026, selling an estimated $15.2K and leaving 6,283 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #793.

Ritholtz Wealth Management first reported a position in GHM in Q1 2023 and has held it in 13 quarters since. The position peaked at $632K in Q4 2024. 179 funds tracked by Wall St. Rank hold GHM as of Q1 2026.

  • Ritholtz Wealth Management held 6,283 shares of Graham Corp worth $496K as of Q1 2026.
  • Ritholtz Wealth Management sold 194 Graham Corp shares in Q1 2026, an estimated $15.2K.
  • Graham Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #793 holding.
  • Ritholtz Wealth Management first reported a position in Graham Corp in Q1 2023 and has held it in 13 quarters since.
  • Ritholtz Wealth Management's Graham Corp position peaked at $632K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Graham Corp as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.