A detailed history of Creative Planning transactions in Graham Corp stock. As of the latest transaction made, Creative Planning holds 15,364 shares of GHM stock, worth $901,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,364
Previous 11,119 38.18%
Holding current value
$901,405
Previous $550,000 50.91%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$47.07 - $57.43 $199,812 - $243,790
4,245 Added 38.18%
15,364 $830,000
Q2 2025

Aug 08, 2025

BUY
$26.62 - $50.6 $101,901 - $193,696
3,828 Added 52.5%
11,119 $550,000
Q1 2025

May 15, 2025

BUY
$28.82 - $49.72 $210,126 - $362,508
7,291 New
7,291 $210,000

Others Institutions Holding GHM

About GRAHAM CORP


  • Ticker GHM
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 10,621,900
  • Market Cap $623M
  • Description
  • Graham Corporation, together with its subsidiaries, designs and manufactures fluid, power, heat transfer, and vacuum equipment for chemical and petrochemical processing, defense, space, petroleum refining, cryogenic, energy, and other industries. It offers power plant systems comprising ejectors and surface condensers; torpedo ejection and power...
More about GHM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.