Wallace Capital Management’s Graham Holdings Company GHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $164M | Sell |
155,071
-1,997
| -1% | -$2.2M | 18.83% | 2 |
|
|
2025
Q4 | $173M | Sell |
157,068
-5,164
| -3% | -$5.52M | 20.78% | 1 |
|
|
2025
Q3 | $191M | Buy |
162,232
+170
| +0.1% | +$176K | 23.74% | 1 |
|
|
2025
Q2 | $153M | Sell |
162,062
-2,727
| -2% | -$2.57M | 20.89% | 1 |
|
|
2025
Q1 | $158M | Sell |
164,789
-489
| -0.3% | -$455K | 20.27% | 1 |
|
|
2024
Q4 | $144M | Sell |
165,278
-2,236
| -1% | -$1.96M | 19.69% | 2 |
|
|
2024
Q3 | $138M | Sell |
167,514
-1,279
| -0.8% | -$971K | 18.64% | 3 |
|
|
2024
Q2 | $118M | Sell |
168,793
-1,518
| -0.9% | -$1.11M | 17.11% | 3 |
|
|
2024
Q1 | $131M | Sell |
170,311
-3,724
| -2% | -$2.66M | 17.84% | 3 |
|
|
2023
Q4 | $121M | Sell |
174,035
-2,013
| -1% | -$1.25M | 18.02% | 2 |
|
|
2023
Q3 | $103M | Buy |
176,048
+94
| +0.1% | +$54.5K | 15.75% | 3 |
|
|
2023
Q2 | $101M | Buy |
175,954
+7,092
| +4% | +$4.11M | 15.52% | 3 |
|
|
2023
Q1 | $101M | Sell |
168,862
-1,195
| -0.7% | -$743K | 16.49% | 2 |
|
|
2022
Q4 | $103M | Sell |
170,057
-2,066
| -1% | -$1.26M | 16.1% | 2 |
|
|
2022
Q3 | $92.6M | Buy |
172,123
+1,429
| +0.8% | +$817K | 15.43% | 2 |
|
|
2022
Q2 | $95.3M | Buy |
170,694
+4,464
| +3% | +$2.66M | 14.35% | 1 |
|
|
2022
Q1 | $98.3M | Buy |
166,230
+1,342
| +0.8% | +$805K | 14.82% | 2 |
|
|
2021
Q4 | $104M | Sell |
164,888
-8,934
| -5% | -$5.26M | 14.55% | 1 |
|
|
2021
Q3 | $102M | Buy |
173,822
+1,913
| +1% | +$1.19M | 13.9% | 1 |
|
|
2021
Q2 | $109M | Buy |
171,909
+1,892
| +1% | +$1.22M | 14.29% | 1 |
|
|
2021
Q1 | $111M | Buy |
170,017
+6,163
| +4% | +$3.57M | 14.58% | 1 |
|
|
2020
Q4 | $87.4M | Buy |
163,854
+14,176
| +9% | +$6.28M | 13.27% | 1 |
|
|
2020
Q3 | $60.5M | Buy |
149,678
+2,331
| +2% | +$934K | 10.61% | 3 |
|
|
2020
Q2 | $50.5M | Buy |
147,347
+1,210
| +0.8% | +$425K | 9.22% | 4 |
|
|
2020
Q1 | $49.9M | Buy |
146,137
+31,814
| +28% | +$16.2M | 9.57% | 4 |
|
|
2019
Q4 | $73.1M | Sell |
114,323
-4,602
| -4% | -$2.94M | 10.04% | 4 |
|
|
2019
Q3 | $78.9M | Sell |
118,925
-1,514
| -1% | -$1.07M | 10.34% | 2 |
|
|
2019
Q2 | $83.1M | Sell |
120,439
-2,665
| -2% | -$1.86M | 10.94% | 1 |
|
|
2019
Q1 | $84.1M | Sell |
123,104
-122
| -0.1% | -$81.8K | 11.63% | 1 |
|
|
2018
Q4 | $78.9M | Buy |
123,226
+1,883
| +2% | +$1.16M | 11.46% | 2 |
|
|
2018
Q3 | $70.3M | Buy |
121,343
+9,747
| +9% | +$5.53M | 8.94% | 3 |
|
|
2018
Q2 | $65.4M | Buy |
111,596
+869
| +0.8% | +$521K | 8.71% | 3 |
|
|
2018
Q1 | $66.7M | Buy |
110,727
+8,133
| +8% | +$4.77M | 9.51% | 3 |
|
|
2017
Q4 | $57.3M | Buy |
102,594
+6,012
| +6% | +$3.4M | 8.72% | 3 |
|
|
2017
Q3 | $56.5M | Buy |
96,582
+2,017
| +2% | +$1.18M | 9.06% | 3 |
|
|
2017
Q2 | $56.7M | Buy |
94,565
+812
| +0.9% | +$486K | 9.06% | 3 |
|
|
2017
Q1 | $56.2M | Buy |
93,753
+2,331
| +3% | +$1.27M | 9.62% | 3 |
|
|
2016
Q4 | $46.8M | Buy |
91,422
+9,212
| +11% | +$4.49M | 8.49% | 3 |
|
|
2016
Q3 | $39.6M | Sell |
82,210
-21,637
| -21% | -$10.9M | 6.96% | 5 |
|
|
2016
Q2 | $50.8M | Buy |
103,847
+5,759
| +6% | +$2.81M | 8.42% | 3 |
|
|
2016
Q1 | $47.1M | Buy |
98,088
+8,840
| +10% | +$4.21M | 8.33% | 3 |
|
|
2015
Q4 | $43.3M | Buy |
89,248
+419
| +0.5% | +$228K | 8.22% | 3 |
|
|
2015
Q3 | $51.3M | Sell |
88,829
-57,885
| -39% | -$38.2M | 9.39% | 2 |
|
|
2015
Q2 | $95.3M | Buy |
146,714
+985
| +0.7% | +$623K | 16.62% | 1 |
|
|
2015
Q1 | $92.4M | Buy |
145,729
+4,132
| +3% | +$2.44M | 16.28% | 1 |
|
|
2014
Q4 | $73.9M | Buy |
141,597
+8,740
| +7% | +$4.3M | 14.15% | 1 |
|
|
2014
Q3 | $56.2M | Buy |
132,857
+9,657
| +8% | +$4.15M | 11.55% | 1 |
|
|
2014
Q2 | $53.5M | Buy |
123,200
+16,431
| +15% | +$6.84M | 11.24% | 1 |
|
|
2014
Q1 | $45.4M | Buy |
106,769
+14,503
| +16% | +$5.92M | 9.93% | 1 |
|
|
2013
Q4 | $37M | Buy |
92,266
+13,994
| +18% | +$5.42M | 8.51% | 1 |
|
|
2013
Q3 | $28.9M | Buy |
78,272
+5,128
| +7% | +$1.73M | 7.92% | 1 |
|
|
2013
Q2 | $21.4M | Buy |
+73,144
| New | +$20.3M | 6.44% | 3 |
|
Other funds holding GHC
MAP
VPM
VCM
Wallace Capital Management's GHC Position: Q1 2026 in Review
Wallace Capital Management reduced its Graham Holdings Company (GHC) stake by 1.3% in Q1 2026, selling an estimated $2.2M and leaving 155,071 shares worth $164M. The position accounts for 18.83% of the portfolio, ranked #2.
Wallace Capital Management first reported a position in GHC in Q2 2013 and has held it in 52 quarters since. The position peaked at $191M in Q3 2025. 328 funds tracked by Wall St. Rank hold GHC as of Q1 2026.
- Wallace Capital Management held 155,071 shares of Graham Holdings Company worth $164M as of Q1 2026.
- Wallace Capital Management sold 1,997 Graham Holdings Company shares in Q1 2026, an estimated $2.2M.
- Graham Holdings Company made up 18.83% of Wallace Capital Management's portfolio in Q1 2026, its #2 holding.
- Wallace Capital Management first reported a position in Graham Holdings Company in Q2 2013 and has held it in 52 quarters since.
- Wallace Capital Management's Graham Holdings Company position peaked at $191M in Q3 2025.
- 328 funds tracked by Wall St. Rank held Graham Holdings Company as of Q1 2026.
Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.