HERITAGE INVESTORS MANAGEMENT CORP

Position in GHM — Graham Corp

CIK 937589 BETHESDA, MD

Position in GHM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,171,846

+$1,403,885 QoQ

Shares Held

33,701

-3.9% QoQ

Ownership

0.287%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#59

of 221 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $12,999,737 across 6 Specialty Industrial Machinery names. GHM ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,153	$6,054,053
2	GHM	Graham Corp This page	33,701	$4,171,846
3	OTIS	Otis Worldwide Corp	21,791	$1,560,235
4	PKOH	Park Ohio Holdings Corp	15,580	$599,051
5	ETN	Eaton Corp plc	900	$383,508
6	EMR	Emerson Electric Co	1,614	$231,044

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,171,846	33,701	-3.9%	Shares	Sole	2026-08-04
2026-03-31	$2,767,961	35,073	-3.7%	Shares	Sole	2026-04-24
2025-12-31	$2,339,770	36,428	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,999,897	36,428	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,803,550	36,428	-0.1%	Shares	Sole	2025-08-04
2025-03-31	$1,050,431	36,448	0.0%	Shares	Sole	2025-05-05
2024-12-31	$1,620,842	36,448	-0.4%	Shares	Sole	2025-02-05
2024-09-30	$1,082,934	36,598	-4.6%	Shares	Sole	2024-10-30
2024-06-30	$1,079,992	38,352	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,046,242	38,352	-9.5%	Shares	Sole	2024-04-29
2023-12-31	$803,569	42,360	-1.0%	Shares	Sole	2024-02-07
2023-09-30	$710,181	42,782	-16.6%	Shares	Sole	2023-11-09
2023-06-30	$681,343	51,306	0.0%	Shares	Sole	2023-08-01
2023-03-31	$671,082	51,306	0.0%	Shares	Sole	2023-05-01
2022-12-31	$493,563	51,306	-6.5%	Shares	Sole	2023-02-06
2022-09-30	$482,210	54,859	0.0%	Shares	Sole	2022-10-27
2022-06-30	$379,624	54,859	+2.2%	Shares	Sole	2022-08-01
2022-03-31	$413,826	53,674	0.0%	Shares	Sole	2022-05-02
2021-12-31	$667,704	53,674	0.0%	Shares	Sole	2022-01-28
2021-09-30	$665,557	53,674	0.0%	Shares	Sole	2021-10-28
2021-06-30	$738,554	53,674	0.0%	Shares	Sole	2021-07-29
2021-03-31	$764,317	53,674	0.0%	Shares	Sole	2021-04-23
2020-12-31	$814,771	53,674	0.0%	Shares	Sole	2021-01-28
2020-09-30	$685,416	53,674	+2.6%	Shares	Sole	2020-10-29
2020-06-30	$666,289	52,299	+64.6%	Shares	Sole	2020-07-24
2020-03-31	$409,755	31,764	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.