Ritholtz Wealth Management’s Graham Corp GHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$763K Sell
6,167
-116
-2% -$11.5K 0.01% 701
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

Ritholtz Wealth Management's GHM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Graham Corp (GHM) stake by 1.8% in Q2 2026, selling an estimated $11.5K and leaving 6,167 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #701.

Ritholtz Wealth Management first reported a position in GHM in Q1 2023 and has held it in 14 quarters since. 222 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Ritholtz Wealth Management held 6,167 shares of Graham Corp worth $763K as of Q2 2026.
  • Ritholtz Wealth Management sold 116 Graham Corp shares in Q2 2026, an estimated $11.5K.
  • Graham Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #701 holding.
  • Ritholtz Wealth Management first reported a position in Graham Corp in Q1 2023 and has held it in 14 quarters since.
  • 222 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.