13F Filings History of BEESE FULMER INVESTMENT MANAGEMENT, INC.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$1,485,400,474
Signature - Title
Rodrigo Diaz - Compliance Analyst
Location
Canton, OH
Summary
This page shows a list of all the recent 13F filings made by BEESE FULMER INVESTMENT MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BEESE FULMER INVESTMENT MANAGEMENT, INC. reported 395 stock holdings with total value $1,485,400,474 as of Q4 2025. Top holdings included AAPL, MSFT, AVGO, GOOGL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 395 $1,485,400,474 +$196,167,451 -$54,534,713 +$141,632,738 AAPL, MSFT, AVGO, GOOGL, AMZN 13F-HR 05 Feb 2026, 15:49
Q3 2025 285 $1,447,011,042 +$23,065,275 -$15,344,197 +$7,721,078 AAPL, MSFT, AVGO, AMZN, MA 13F-HR 13 Nov 2025, 10:41
Q2 2025 285 $1,342,430,006 +$142,006,524 -$22,988,356 +$119,018,168 MSFT, AAPL, AVGO, AMZN, MA 13F-HR 07 Aug 2025, 11:45
Q1 2025 252 $1,161,813,200 +$36,198,398 -$21,383,416 +$14,814,982 AAPL, MSFT, MA, AMZN, BRKB 13F-HR 08 Apr 2025, 14:38
Q4 2024 228 $1,171,991,030 +$21,511,828 -$23,741,294 -$2,229,466 AAPL, MSFT, AVGO, AMZN, MA 13F-HR 28 Jan 2025, 09:43
Q3 2024 233 $1,164,304,393 +$53,164,400 -$21,058,404 +$32,105,996 AAPL, MSFT, MA, AMZN, AVGO 13F-HR 22 Oct 2024, 14:56
Q2 2024 223 $1,098,738,894 +$60,316,334 -$36,983,157 +$23,333,177 AAPL, MSFT, AMZN, MA, AVGO 13F-HR 03 Jul 2024, 14:01
Q1 2024 225 $1,062,868,725 +$49,841,484 -$39,108,018 +$10,733,466 MSFT, AAPL, MA, AMZN, BRKB 13F-HR 08 Apr 2024, 12:37
Q4 2023 225 $965,612,812 +$20,788,505 -$23,635,064 -$2,846,559 AAPL, MSFT, MA, AMZN, COST 13F-HR 09 Jan 2024, 10:27
Q3 2023 218 $887,074,898 +$19,084,817 -$17,753,469 +$1,331,348 AAPL, MSFT, MA, AMZN, BRKB 13F-HR 10 Oct 2023, 09:31
Q2 2023 221 $924,469,548 +$5,879,368 -$15,042,204 -$9,162,836 AAPL, MSFT, MA, ORLY, JNJ 13F-HR 11 Jul 2023, 11:08
Q1 2023 219 $876,251,846 +$48,064,915 -$25,953,243 +$22,111,672 AAPL, MSFT, MA, JNJ, ORLY 13F-HR 11 Apr 2023, 10:26
Q4 2022 220 $830,669,908 +$21,681,870 -$8,137,695 +$13,544,175 AAPL, MSFT, MA, JNJ, ORLY 13F-HR 17 Jan 2023, 14:51
Q3 2022 208 $743,933,000 +$37,995,459 -$10,081,804 +$27,913,655 AAPL, MSFT, MA, JNJ, ORLY 13F-HR 06 Oct 2022, 13:56
Q2 2022 224 $781,597,000 +$20,730,606 -$18,339,721 +$2,390,885 AAPL, MSFT, MA, JNJ, PG 13F-HR 11 Jul 2022, 11:49
Q1 2022 232 $922,564,000 +$10,399,190 -$15,985,981 -$5,586,791 AAPL, MSFT, MA, GOOG, JNJ 13F-HR 12 Apr 2022, 11:52
Q4 2021 245 $961,273,000 +$15,371,417 -$16,193,949 -$822,532 AAPL, MSFT, MA, GOOG, AMZN 13F-HR 10 Jan 2022, 11:38
Q3 2021 238 $888,506,000 +$17,553,606 -$9,043,968 +$8,509,638 AAPL, MSFT, MA, DIS, GOOG 13F-HR 08 Oct 2021, 09:58
Q2 2021 231 $883,689,000 +$18,032,307 -$15,358,923 +$2,673,384 AAPL, MSFT, MA, DIS, AMZN 13F-HR 08 Jul 2021, 14:17
Q1 2021 224 $832,308,000 +$17,695,028 -$14,943,469 +$2,751,559 AAPL, MSFT, MA, DIS, JNJ 13F-HR 23 Apr 2021, 12:01
Q4 2020 210 $782,663,000 +$14,581,990 -$16,107,452 -$1,525,462 AAPL, MSFT, MA, DIS, JNJ 13F-HR 20 Jan 2021, 10:11
Q3 2020 194 $705,944,000 +$39,896,539 -$32,324,872 +$7,571,667 AAPL, MSFT, MA, JNJ, AMZN 13F-HR 08 Oct 2020, 14:55
Q2 2020 598 $678,457,000 +$38,800,968 -$17,234,409 +$21,566,559 AAPL, MSFT, MA, JNJ, AMZN 13F-HR 17 Jul 2020, 12:15
Q1 2020 181 $564,059,000 +$23,082,550 -$22,206,889 +$875,661 AAPL, MSFT, MA, JNJ, PG 13F-HR 09 Apr 2020, 11:36
Q4 2019 202 $714,357,000 +$19,030,650 -$13,638,400 +$5,392,250 AAPL, MSFT, MA, JNJ, DIS 13F-HR 05 Feb 2020, 14:53
Q3 2019 207 $665,704,000 +$131,576,162 -$4,188,616 +$127,387,546 AAPL, MSFT, MA, JNJ, DIS 13F-HR 01 Nov 2019, 14:04
Q2 2019 180 $527,845,000 +$16,731,192 -$16,385,232 +$345,960 MA, MSFT, DIS, AAPL, JNJ 13F-HR 05 Jul 2019, 11:20
Q1 2019 179 $506,963,000 +$29,436,691 -$20,995,942 +$8,440,749 MA, MSFT, BA, JNJ, AAPL 13F-HR 05 Apr 2019, 14:22
Q4 2018 175 $444,649,000 +$10,043,497 -$15,292,123 -$5,248,626 MA, MSFT, JNJ, DIS, BA 13F-HR 25 Jan 2019, 11:50
Q3 2018 193 $509,081,000 +$8,332,561 -$6,801,229 +$1,531,332 MA, AAPL, MSFT, BA, JNJ 13F-HR 09 Oct 2018, 10:56
Q2 2018 196 $476,914,000 +$16,167,637 -$7,567,211 +$8,600,426 MA, AAPL, MSFT, BA, JNJ 13F-HR 20 Jul 2018, 13:42
Q1 2018 186 $456,508,000 +$21,144,652 -$16,516,992 +$4,627,660 MA, JNJ, BA, MSFT, AAPL 13F-HR 16 Apr 2018, 12:24
Q4 2017 189 $466,497,000 +$9,341,058 -$6,681,771 +$2,659,287 JNJ, MA, CMCSA, AAPL, DIS 13F-HR 26 Jan 2018, 13:01
Q3 2017 188 $438,618,000 +$12,547,577 -$5,985,977 +$6,561,600 JNJ, CMCSA, MA, AAPL, DIS 13F-HR 17 Oct 2017, 12:29
Q2 2017 180 $419,316,000 +$6,039,706 -$3,409,322 +$2,630,384 JNJ, CMCSA, DIS, PEP, MA 13F-HR 14 Jul 2017, 12:35
Q1 2017 175 $407,143,000 +$13,835,975 -$3,302,407 +$10,533,568 JNJ, DIS, CMCSA, PEP, AAPL 13F-HR 18 Apr 2017, 13:09
Q4 2016 177 $387,184,000 +$11,665,661 -$5,706,345 +$5,959,316 JNJ, CMCSA, DIS, XOM, PEP 13F-HR 02 Feb 2017, 14:05
Q3 2016 171 $370,631,000 +$13,664,828 -$2,999,219 +$10,665,609 JNJ, CMCSA, PEP, XOM, DIS 13F-HR 20 Oct 2016, 13:40
Q2 2016 157 $352,302,000 +$6,040,406 -$6,208,723 -$168,317 JNJ, CMCSA, XOM, DIS, PEP 13F-HR 01 Aug 2016, 10:41
Q1 2016 154 $342,982,000 +$24,190,240 -$9,737,558 +$14,452,682 JNJ, PEP, DIS, CMCSA, XOM 13F-HR 11 Apr 2016, 11:53
Q4 2015 148 $324,464,000 +$24,683,655 -$19,911,505 +$4,772,150 DIS, JNJ, PEP, CMCSA, MA 13F-HR 21 Jan 2016, 13:47
Q3 2015 144 $304,174,000 +$33,544,667 -$15,995,939 +$17,548,728 DIS, PEP, JNJ, CMCSK, DISH 13F-HR 22 Oct 2015, 11:44
Q2 2015 143 $310,751,000 +$17,736,732 -$4,294,312 +$13,442,420 DIS, DISH, JNJ, CMCSK, PEP 13F-HR 14 Jul 2015, 09:21
Q1 2015 137 $299,510,000 +$7,137,442 -$27,304,461 -$20,167,019 DIS, DISH, JNJ, PEP, XOM 13F-HR 20 Apr 2015, 09:05
Q4 2014 155 $319,011,000 +$7,292,047 -$7,403,738 -$111,691 DISH, JNJ, DIS, XOM, PEP 13F-HR 20 Jan 2015, 12:29
Q3 2014 157 $307,964,000 +$10,409,565 -$5,110,688 +$5,298,877 JNJ, DISH, XOM, DIS, PEP 13F-HR 21 Oct 2014, 15:17
Q2 2014 154 $308,213,000 +$20,779,203 -$4,668,581 +$16,110,622 XOM, DISH, JNJ, DIS, PEP 13F-HR 08 Jul 2014, 11:39
Q1 2014 149 $287,701,000 +$23,152,087 -$12,332,619 +$10,819,468 DISH, XOM, JNJ, DIS, PEP 13F-HR 30 Apr 2014, 15:15
Q4 2013 148 $281,341,000 $0 $0 $0 XOM, DISH, JNJ, PEP, DIS 13F-HR 21 Jan 2014, 11:29