Beese Fulmer Investment Management 13F: Adds $967K to SNDK Stake

Beese Fulmer Investment Management grew its holdings in Sandisk Corporation SNDK by 198.6%, purchasing an additional 556 shares during the period. According to a Form 13F filed with the Securities and Exchange Commission on October 23, 2026, the firm ended the quarter with 836 shares valued at approximately $1,454,548.

SNDK Sandisk Corporation

$1,238.03 ▲ +349.80% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Beese Fulmer Investment Management's Sandisk Corporation Position

The firm lifted its investment from a prior total of 280 shares up to 836 shares. The reported value of the holding reached $1.45 million following the 556-share increase.

Other Institutional Activity in Sandisk Corporation

Other institutional investors also adjusted their positions in the computer hardware maker ahead of the filing. Yousif Capital Management trimmed its holdings by 572 shares, ending with 13,047 shares worth about $22.70 million. Amanah Holdings Trust sold out completely, parting with all 250,000 shares it previously held. Oriental Harbor Investment Master Fund grew its stake by 1,483 shares to hold 78,759 shares valued at roughly $137.03 million. SBI Securities cut its position by 2,614 shares to finish with 11,172 shares worth about $19.44 million. E. Ohman J:or Asset Management established a new position with 3,780 shares valued at approximately $6.58 million.

Sandisk Corporation Stock Down 1.8%

Sandisk Corporation recently traded around $1,237.64 as of October 24, 2026, compared to an event close of $1,238.03 on October 23, 2026. The stock sits below its 50-day moving average of $1,599.25 and above its 200-day moving average of $1,231.91. Shares have traded in a 52-week range between $146.00 and $2,354.39.

Recent Earnings

Sandisk Corporation reported $20.25 billion in trailing twelve month revenue alongside an earnings per share total of $73.76. The company posted a net profit margin of 56.5% and a return on equity of 91.6% ahead of its October 29 earnings report. Wall Street analysts maintain a consensus buy rating on the stock with a mean price target of $2,173.00.

Insider Buying and Selling at Sandisk Corporation

Company insiders executed several transactions prior to the filing date. Officer Bernard Shek sold 2,308 shares on September 8, 2026, at an average price of $1,767.33 for a total of $4,078,998. Chief Executive Officer David V. Goeckeler disposed of 33,838 shares on September 14, 2026, valued at $51,700,130, and later sold another 33,841 shares on September 17, 2026, worth $53,272,704. Chief Financial Officer Lomelin Luis Fesive Visoso sold 1,000 shares on September 15, 2026, at an average price of $1,568.83 for a total of $1,568,830.

Analysts Set New Price Targets

Analyst firms have updated their outlooks on the stock in recent months. RBC Capital maintained its sector perform rating and raised its target from $1,300.00 to $1,600.00 on August 14, 2026. Wells Fargo maintained an equal-weight rating and lifted its target to $1,550.00 on August 14, 2026. Mizuho maintained an outperform rating while adjusting its target from $1,900.00 to $1,875.00 on August 25, 2026, and later raised it to $2,050.00 on October 6, 2026. Rosenblatt initiated coverage with a buy rating and a $2,400.00 price target on September 22, 2026. Overall, the stock carries a consensus buy rating from 24 analysts with a mean price target of $2,173.00.

About Sandisk Corporation

Sandisk Corporation designs and builds flash memory data storage solutions used across consumer electronics, computing, and enterprise infrastructure markets. The company operates within the computer hardware sector and is headquartered in Milpitas, California.

Bottom Line

Investors will look toward the company's upcoming earnings release scheduled for October 29, 2026, for further updates on financial performance. Institutional filings provide a retrospective look at portfolio shifts, which should be weighed alongside current market conditions and upcoming corporate milestones.