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Shaker Investments’s Graham Corp GHM Stock Holding History

Shaker Investments’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 		$1.32M Hold
10,698
– – 0.48% 54
2026
Q1 		$844K Sell
10,698
-210
-2% -$16.5K 0.38% 59
2025
Q4 		$701K Sell
10,908
-313
-3% -$18.9K 0.29% 58
2025
Q3 		$616K Sell
11,221
-2,568
-19% -$131K 0.25% 68
2025
Q2 		$683K Hold
13,789
– – 0.28% 68
2025
Q1 		$397K Buy
+13,789
New +$523K 0.19% 78

Other funds holding GHM

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
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Shaker Investments's GHM Position: Q2 2026 in Review

Shaker Investments held its Graham Corp (GHM) position steady in Q2 2026 at 10,698 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #54.

Shaker Investments first reported a position in GHM in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Shaker Investments held 10,698 shares of Graham Corp worth $1.32M as of Q2 2026.
  • Shaker Investments left its Graham Corp share count unchanged in Q2 2026.
  • Graham Corp made up 0.48% of Shaker Investments's portfolio in Q2 2026, its #54 holding.
  • Shaker Investments first reported a position in Graham Corp in Q1 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.