VWM
GHM icon

Venturi Wealth Management’s Graham Corp GHM Stock Holding History

Venturi 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
2025
Q1 		– Sell
-171
Closed -$7.61K – 1073
2024
Q4 		$7.61K Hold
171
– – ﹤0.01% 1515
2024
Q3 		$5.06K Buy
+171
New +$5.11K ﹤0.01% 1403

Other funds holding GHM

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's GHM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Graham Corp (GHM) in Q1 2025, closing a stake of 171 shares — an estimated $7.61K sold.

Venturi Wealth Management first reported a position in GHM in Q3 2024 and held it in 2 quarters. The position peaked at $7.61K in Q4 2024. 123 funds tracked by Wall St. Rank hold GHM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Graham Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 171 Graham Corp shares in Q1 2025, an estimated $7.61K.
  • Venturi Wealth Management first reported a position in Graham Corp in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Graham Corp position peaked at $7.61K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Graham Corp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.