BEESE FULMER INVESTMENT MANAGEMENT, INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 3, 2024
Value $
$1.1B
Signature - Title
Nicholas T. Perini - Vice-President
Location
4334 Munson St. Nw, Suite 102, Canton, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 223 $1.1B +$60.3M -$37M +$23.3M AAPL, MSFT, AMZN, MA, AVGO 13F-HR 7/3/2024, 02:01 PM
Q1 2024 225 $1.06B +$49.8M -$39.1M +$10.7M MSFT, AAPL, MA, AMZN, BRKB 13F-HR 4/8/2024, 12:37 PM
Q4 2023 225 $966M +$20.8M -$23.6M -$2.85M AAPL, MSFT, MA, AMZN, COST 13F-HR 1/9/2024, 10:27 AM
Q3 2023 218 $887M +$19.1M -$17.8M +$1.33M AAPL, MSFT, MA, AMZN, BRKB 13F-HR 10/10/2023, 09:31 AM
Q2 2023 221 $924M +$5.88M -$15M -$9.16M AAPL, MSFT, MA, ORLY, JNJ 13F-HR 7/11/2023, 11:08 AM
Q1 2023 219 $876M +$48.1M -$26M +$22.1M AAPL, MSFT, MA, JNJ, ORLY 13F-HR 4/11/2023, 10:26 AM
Q4 2022 220 $831M +$21.7M -$8.14M +$13.5M AAPL, MSFT, MA, JNJ, ORLY 13F-HR 1/17/2023, 02:51 PM
Q3 2022 208 $744M +$38M -$10.1M +$27.9M AAPL, MSFT, MA, JNJ, ORLY 13F-HR 10/6/2022, 01:56 PM
Q2 2022 224 $782M +$20.7M -$18.3M +$2.39M AAPL, MSFT, MA, JNJ, PG 13F-HR 7/11/2022, 11:49 AM
Q1 2022 232 $923M +$10.4M -$16M -$5.59M AAPL, MSFT, MA, GOOG, JNJ 13F-HR 4/12/2022, 11:52 AM
Q4 2021 245 $961M +$15.4M -$16.2M -$823K AAPL, MSFT, MA, GOOG, AMZN 13F-HR 1/10/2022, 11:38 AM
Q3 2021 238 $889M +$17.6M -$9.04M +$8.51M AAPL, MSFT, MA, DIS, GOOG 13F-HR 10/8/2021, 09:58 AM
Q2 2021 231 $884M +$18M -$15.4M +$2.67M AAPL, MSFT, MA, DIS, AMZN 13F-HR 7/8/2021, 02:17 PM
Q1 2021 224 $832M +$17.7M -$14.9M +$2.75M AAPL, MSFT, MA, DIS, JNJ 13F-HR 4/23/2021, 12:01 PM
Q4 2020 210 $783M +$14.6M -$16.1M -$1.53M AAPL, MSFT, MA, DIS, JNJ 13F-HR 1/20/2021, 10:11 AM
Q3 2020 194 $706M +$39.9M -$32.3M +$7.57M AAPL, MSFT, MA, JNJ, AMZN 13F-HR 10/8/2020, 02:55 PM
Q2 2020 598 $678M +$38.8M -$17.2M +$21.6M AAPL, MSFT, MA, JNJ, AMZN 13F-HR 7/17/2020, 12:15 PM
Q1 2020 181 $564M +$23.1M -$22.2M +$876K AAPL, MSFT, MA, JNJ, PG 13F-HR 4/9/2020, 11:36 AM
Q4 2019 202 $714M +$19M -$13.6M +$5.39M AAPL, MSFT, MA, JNJ, DIS 13F-HR 2/5/2020, 02:53 PM
Q3 2019 207 $666M +$132M -$4.19M +$127M AAPL, MSFT, MA, JNJ, DIS 13F-HR 11/1/2019, 02:04 PM
Q2 2019 180 $528M +$16.7M -$16.4M +$346K MA, MSFT, DIS, AAPL, JNJ 13F-HR 7/5/2019, 11:20 AM
Q1 2019 179 $507M +$29.4M -$21M +$8.44M MA, MSFT, BA, JNJ, AAPL 13F-HR 4/5/2019, 02:22 PM
Q4 2018 175 $445M +$10M -$15.3M -$5.25M MA, MSFT, JNJ, DIS, BA 13F-HR 1/25/2019, 11:50 AM
Q3 2018 193 $509M +$8.33M -$6.8M +$1.53M MA, AAPL, MSFT, BA, JNJ 13F-HR 10/9/2018, 10:56 AM
Q2 2018 196 $477M +$16.2M -$7.57M +$8.6M MA, AAPL, MSFT, BA, JNJ 13F-HR 7/20/2018, 01:42 PM
Q1 2018 186 $457M +$21.1M -$16.5M +$4.63M MA, JNJ, BA, MSFT, AAPL 13F-HR 4/16/2018, 12:24 PM
Q4 2017 189 $466M +$9.34M -$6.68M +$2.66M JNJ, MA, CMCSA, AAPL, DIS 13F-HR 1/26/2018, 01:01 PM
Q3 2017 188 $439M +$12.5M -$5.99M +$6.56M JNJ, CMCSA, MA, AAPL, DIS 13F-HR 10/17/2017, 12:29 PM
Q2 2017 180 $419M +$6.04M -$3.41M +$2.63M JNJ, CMCSA, DIS, PEP, MA 13F-HR 7/14/2017, 12:35 PM
Q1 2017 175 $407M +$13.8M -$3.3M +$10.5M JNJ, DIS, CMCSA, PEP, AAPL 13F-HR 4/18/2017, 01:09 PM
Q4 2016 177 $387M +$11.7M -$5.71M +$5.96M JNJ, CMCSA, DIS, XOM, PEP 13F-HR 2/2/2017, 02:05 PM
Q3 2016 171 $371M +$13.7M -$3M +$10.7M JNJ, CMCSA, PEP, XOM, DIS 13F-HR 10/20/2016, 01:40 PM
Q2 2016 157 $352M +$6.04M -$6.21M -$168K JNJ, CMCSA, XOM, DIS, PEP 13F-HR 8/1/2016, 10:41 AM
Q1 2016 154 $343M +$24.2M -$9.74M +$14.5M JNJ, PEP, DIS, CMCSA, XOM 13F-HR 4/11/2016, 11:53 AM
Q4 2015 148 $324M +$24.7M -$19.9M +$4.77M DIS, JNJ, PEP, CMCSA, MA 13F-HR 1/21/2016, 01:47 PM
Q3 2015 144 $304M +$33.5M -$16M +$17.5M DIS, PEP, JNJ, CMCSK, DISH 13F-HR 10/22/2015, 11:44 AM
Q2 2015 143 $311M +$17.7M -$4.29M +$13.4M DIS, DISH, JNJ, CMCSK, PEP 13F-HR 7/14/2015, 09:21 AM
Q1 2015 137 $300M +$7.14M -$27.3M -$20.2M DIS, DISH, JNJ, PEP, XOM 13F-HR 4/20/2015, 09:05 AM
Q4 2014 155 $319M +$7.29M -$7.4M -$112K DISH, JNJ, DIS, XOM, PEP 13F-HR 1/20/2015, 12:29 PM
Q3 2014 157 $308M +$10.4M -$5.11M +$5.3M JNJ, DISH, XOM, DIS, PEP 13F-HR 10/21/2014, 03:17 PM
Q2 2014 154 $308M +$20.8M -$4.67M +$16.1M XOM, DISH, JNJ, DIS, PEP 13F-HR 7/8/2014, 11:39 AM
Q1 2014 149 $288M +$23.2M -$12.3M +$10.8M DISH, XOM, JNJ, DIS, PEP 13F-HR 4/30/2014, 03:15 PM
Q4 2013 148 $281M $0 $0 XOM, DISH, JNJ, PEP, DIS 13F-HR 1/21/2014, 11:29 AM