SGI
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Summit Global Investments’s Graham Corp GHM Stock Holding History

Summit Global 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
2025
Q3 		– Sell
-6,105
Closed -$302K – 499
2025
Q2 		$302K Buy
+6,105
New +$226K 0.02% 391

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Global Investments's GHM Position: Q3 2025 in Review

Summit Global Investments sold out of Graham Corp (GHM) in Q3 2025, closing a stake of 6,105 shares — an estimated $302K sold.

Summit Global Investments first reported a position in GHM in Q2 2025 and held it in 1 quarter. The position peaked at $302K in Q2 2025. 159 funds tracked by Wall St. Rank hold GHM as of Q3 2025.

  • Summit Global Investments reported no remaining Graham Corp position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 6,105 Graham Corp shares in Q3 2025, an estimated $302K.
  • Summit Global Investments first reported a position in Graham Corp in Q2 2025 and held it in 1 quarter.
  • Summit Global Investments's Graham Corp position peaked at $302K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Graham Corp as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.