SWM
GHM icon

Spire Wealth Management’s Graham Corp GHM Stock Holding History

Spire 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
Q2 		$186K Buy
1,501
+200
+15% +$19.8K 0.01% 811
2026
Q1 		$103K Hold
1,301
– – ﹤0.01% 950
2025
Q4 		$83.6K Hold
1,301
– – ﹤0.01% 1038
2025
Q3 		$71.4K Buy
+1,301
New +$66.6K ﹤0.01% 1112

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

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

Spire Wealth Management increased its Graham Corp (GHM) stake by 15% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,501 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #811.

Spire Wealth Management first reported a position in GHM in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold GHM as of Q2 2026.

  • Spire Wealth Management held 1,501 shares of Graham Corp worth $186K as of Q2 2026.
  • Spire Wealth Management bought 200 Graham Corp shares in Q2 2026, an estimated $19.8K.
  • Graham Corp made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #811 holding.
  • Spire Wealth Management first reported a position in Graham Corp in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Graham Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.