Beese Fulmer Investment Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 23, 2026

Latest 13F moves (filed Oct 23, 2026): 7 new positions, 14 added, 15 reduced, 4 sold out. Largest change by value: reduced $DELL ($85.01M held).

New positions
7
Added / reduced
14 / 15
Sold out
4

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$GOOGL Added +1.62K (+1.08%) 152.25K $52.39M Read
$JNJ Added +1.79K (+1.31%) 138.66K $36.71M —
$XOM New +205.24K 205.24K $33.40M —
$NVDA Added +6.17K (+4.81%) 134.62K $30.78M —
$VCSH Added +24.83K (+6.77%) 391.50K $30.24M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DELL Reduced -5.70K (-3.48%) 158.02K $85.01M —
$MU Reduced -2.46K (-5.50%) 42.27K $45.03M —
$GOOG Reduced -1.30K (-1.08%) 118.58K $40.41M —
$IBM Reduced -1.78K (-2.94%) 58.98K $12.97M —
$IBDS Reduced -40.82K (-9.03%) 411.43K $9.92M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$XOM New +205.24K 205.24K $33.40M —
$AMD New +1.77K 1.77K $1.08M —
$GNRC New +3.53K 3.53K $733.64K —
$BE New +2.53K 2.53K $701.59K —
$GILD New +3.45K 3.45K $514.18K Read
$FDXF New +4K 4K $437.08K —
$MDT New +4.70K 4.70K $405.77K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$GOOGL Added +1.62K (+1.08%) 152.25K $52.39M Read
$JNJ Added +1.79K (+1.31%) 138.66K $36.71M —
$NVDA Added +6.17K (+4.81%) 134.62K $30.78M —
$VCSH Added +24.83K (+6.77%) 391.50K $30.24M —
$COST Added +438 (+1.39%) 31.99K $29.12M —
$ETN Added +7.25K (+13.61%) 60.53K $26.01M —
$SYK Added +1.73K (+3.39%) 52.88K $14.56M —
$DIS Added +4.37K (+3.36%) 134.42K $14.10M —
$LLY Added +405 (+5.52%) 7.74K $8.96M —
$IBDT Added +24.97K (+9.48%) 288.35K $7.20M —
$GLW Added +39.27K (+630.48%) 45.49K $7M —
$CRWD Added +14.40K (+298.36%) 19.23K $5.09M —
$EMR Added +3.01K (+16.96%) 20.78K $3.21M —
$SNDK Added +556 (+198.57%) 836 $1.45M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DELL Reduced -5.70K (-3.48%) 158.02K $85.01M —
$MU Reduced -2.46K (-5.50%) 42.27K $45.03M —
$GOOG Reduced -1.30K (-1.08%) 118.58K $40.41M —
$IBM Reduced -1.78K (-2.94%) 58.98K $12.97M —
$IBDS Reduced -40.82K (-9.03%) 411.43K $9.92M —
$CW Reduced -975 (-7.42%) 12.16K $6.62M Read
$LITE Reduced -1.47K (-35.02%) 2.72K $2.65M —
$BMY Reduced -9.79K (-23.88%) 31.22K $1.95M —
$USHY Reduced -13.82K (-20.48%) 53.66K $1.92M —
$ABNB Reduced -2.45K (-36.14%) 4.33K $695.28K —
$FIX Reduced -446 (-54.59%) 371 $613.67K —
$TEAM Reduced -2.85K (-46.96%) 3.21K $576.42K Read
$WDC Reduced -1.35K (-51.90%) 1.25K $569.44K —
$TER Reduced -1.14K (-57.39%) 845 $338.77K —
$FTI Reduced -6.47K (-57.39%) 4.80K $326.22K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SNPS Sold out -904 — — —
$DKNG Sold out -16.49K — — —
$COHR Sold out -2.10K — — —
$CRS Sold out -940 — — —

All tracked 13F moves by Beese Fulmer Investment Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MU Reduced -2.46K (-5.50%) 42.27K $45.03M —
$IBDS Reduced -40.82K (-9.03%) 411.43K $9.92M —
$IBM Reduced -1.78K (-2.94%) 58.98K $12.97M —
$DELL Reduced -5.70K (-3.48%) 158.02K $85.01M —
$CW Reduced -975 (-7.42%) 12.16K $6.62M Read
$GOOG Reduced -1.30K (-1.08%) 118.58K $40.41M —
$MDT New +4.70K 4.70K $405.77K —
$GILD New +3.45K 3.45K $514.18K Read
$GNRC New +3.53K 3.53K $733.64K —
$FDXF New +4K 4K $437.08K —
$XOM New +205.24K 205.24K $33.40M —
$BE New +2.53K 2.53K $701.59K —
$AMD New +1.77K 1.77K $1.08M —
$WDC Reduced -1.35K (-51.90%) 1.25K $569.44K —
$TER Reduced -1.14K (-57.39%) 845 $338.77K —
$FTI Reduced -6.47K (-57.39%) 4.80K $326.22K —
$SNPS Sold out -904 — — —
$LITE Reduced -1.47K (-35.02%) 2.72K $2.65M —
$USHY Reduced -13.82K (-20.48%) 53.66K $1.92M —
$DKNG Sold out -16.49K — — —
$FIX Reduced -446 (-54.59%) 371 $613.67K —
$COHR Sold out -2.10K — — —
$CRS Sold out -940 — — —
$BMY Reduced -9.79K (-23.88%) 31.22K $1.95M —
$TEAM Reduced -2.85K (-46.96%) 3.21K $576.42K Read
$ABNB Reduced -2.45K (-36.14%) 4.33K $695.28K —
$VCSH Added +24.83K (+6.77%) 391.50K $30.24M —
$DIS Added +4.37K (+3.36%) 134.42K $14.10M —
$SYK Added +1.73K (+3.39%) 52.88K $14.56M —
$SNDK Added +556 (+198.57%) 836 $1.45M —
$NVDA Added +6.17K (+4.81%) 134.62K $30.78M —
$JNJ Added +1.79K (+1.31%) 138.66K $36.71M —
$IBDT Added +24.97K (+9.48%) 288.35K $7.20M —
$EMR Added +3.01K (+16.96%) 20.78K $3.21M —
$LLY Added +405 (+5.52%) 7.74K $8.96M —
$ETN Added +7.25K (+13.61%) 60.53K $26.01M —
$CRWD Added +14.40K (+298.36%) 19.23K $5.09M —
$COST Added +438 (+1.39%) 31.99K $29.12M —
$GLW Added +39.27K (+630.48%) 45.49K $7M —
$GOOGL Added +1.62K (+1.08%) 152.25K $52.39M Read

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Beese Fulmer Investment Management holds or traded

Frequently asked questions

What did Beese Fulmer Investment Management buy and sell in its latest 13F?

It opened or added to $GOOGL, $JNJ, $XOM, $NVDA and $VCSH; it cut or exited $DELL, $MU, $GOOG, $IBM and $IBDS.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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