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Rothschild Investment LLC’s Graham Corp GHM Stock Holding History

Rothschild Investment LLC’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 		$2.97K Buy
24
+17
+243% +$1.69K ﹤0.01% 2579
2026
Q1 		$552 Hold
7
– – ﹤0.01% 3092
2025
Q4 		$450 Buy
7
+2
+40% +$121 ﹤0.01% 2950
2025
Q3 		$275 Hold
5
– – ﹤0.01% 2961
2025
Q2 		$248 Buy
+5
New +$185 ﹤0.01% 2896

Other funds holding GHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's GHM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Graham Corp (GHM) stake by 243% in Q2 2026, buying an estimated $1.69K and bringing the position to 24 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Rothschild Investment LLC first reported a position in GHM in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Rothschild Investment LLC held 24 shares of Graham Corp worth $2.97K as of Q2 2026.
  • Rothschild Investment LLC bought 17 Graham Corp shares in Q2 2026, an estimated $1.69K.
  • Graham Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2579 holding.
  • Rothschild Investment LLC first reported a position in Graham Corp in Q2 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.