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HERITAGE INVESTORS MANAGEMENT CORP → GHM
HERITAGE INVESTORS MANAGEMENT CORP GHM Position History
Graham Corporation
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $2.3M |
| Q1 2026 | $2.8M |
| Q2 2026 | $4.2M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 33.2K | — | — |
| Q2 2026 | $4.2M | 33.7K | — | — |
| Q1 2026 | $2.8M | 35.1K | — | — |
| Q4 2025 | $2.3M | 36.4K | — | — |
| Q3 2025 | $2M | 36.4K | — | — |