BEESE FULMER INVESTMENT MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$1.16B
Signature - Title
Nicholas T. Perini - Vice-President
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 252 stock holdings with total value $1.16B as of Q1 2025. Top holdings included AAPL, MSFT, MA, AMZN, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 252 $1.16B +$36.2M -$21.4M +$14.8M AAPL, MSFT, MA, AMZN, BRKB 13F-HR 4/8/2025, 02:38 PM
Q4 2024 228 $1.17B +$21.5M -$23.7M -$2.23M AAPL, MSFT, AVGO, AMZN, MA 13F-HR 1/28/2025, 09:43 AM
Q3 2024 233 $1.16B +$53.2M -$21.1M +$32.1M AAPL, MSFT, MA, AMZN, AVGO 13F-HR 10/22/2024, 02:56 PM
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 224 $1.06B +$49.8M -$39.1M +$10.8M 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 -$16.5M +$2.57M AAPL, MSFT, MA, AMZN, BRKB 13F-HR 10/10/2023, 09:31 AM
Q2 2023 221 $924M +$5.88M -$13.4M -$7.51M AAPL, MSFT, MA, ORLY, JNJ 13F-HR 7/11/2023, 11:08 AM
Q1 2023 219 $876M +$48.1M -$12M +$36.1M AAPL, MSFT, MA, JNJ, ORLY 13F-HR 4/11/2023, 10:26 AM
Q4 2022 220 $831M +$21.7M -$7.1M +$14.6M AAPL, MSFT, MA, JNJ, ORLY 13F-HR 1/17/2023, 01:51 PM
Q3 2022 208 $744M +$38M -$5.28M +$32.7M AAPL, MSFT, MA, JNJ, ORLY 13F-HR 10/6/2022, 01:56 PM
Q2 2022 224 $781M +$20.7M -$13.3M +$7.39M AAPL, MSFT, MA, JNJ, PG 13F-HR 7/11/2022, 11:49 AM
Q1 2022 232 $922M +$10.4M -$10.5M -$105K AAPL, MSFT, MA, GOOG, JNJ 13F-HR 4/12/2022, 11:52 AM
Q4 2021 244 $960M +$15.4M -$14.5M +$861K AAPL, MSFT, MA, GOOG, AMZN 13F-HR 1/10/2022, 10:38 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 -$15M +$3M 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 209 $779M +$14M -$14.6M -$589K AAPL, MSFT, MA, DIS, JNJ 13F-HR 1/20/2021, 09:11 AM
Q3 2020 194 $703M +$39.9M -$14.1M +$25.8M AAPL, MSFT, MA, JNJ, AMZN 13F-HR 10/8/2020, 02:55 PM
Q2 2020 586 $675M +$38.3M -$16.9M +$21.3M AAPL, MSFT, MA, JNJ, AMZN 13F-HR 7/17/2020, 12:15 PM
Q1 2020 180 $561M +$23M -$6.56M +$16.4M AAPL, MSFT, MA, JNJ, PG 13F-HR 4/9/2020, 11:36 AM
Q4 2019 201 $711M +$18.9M -$9.96M +$8.91M AAPL, MSFT, MA, JNJ, DIS 13F-HR 2/5/2020, 01:53 PM
Q3 2019 206 $663M +$129M -$1.83M +$127M AAPL, MSFT, MA, JNJ, DIS 13F-HR 11/1/2019, 02:04 PM
Q2 2019 180 $528M +$16.7M -$6.73M +$10M MA, MSFT, DIS, AAPL, JNJ 13F-HR 7/5/2019, 11:20 AM
Q1 2019 179 $507M +$29.4M -$5.32M +$24.1M MA, MSFT, BA, JNJ, AAPL 13F-HR 4/5/2019, 02:22 PM
Q4 2018 174 $445M +$10M -$2.93M +$7.12M MA, MSFT, JNJ, DIS, BA 13F-HR 1/25/2019, 10:50 AM
Q3 2018 193 $509M +$8.33M -$4.8M +$3.53M MA, AAPL, MSFT, BA, JNJ 13F-HR 10/9/2018, 10:56 AM
Q2 2018 196 $477M +$16.2M -$5.63M +$10.5M MA, AAPL, MSFT, BA, JNJ 13F-HR 7/20/2018, 01:42 PM
Q1 2018 186 $457M +$21.1M -$9.63M +$11.5M MA, JNJ, BA, MSFT, AAPL 13F-HR 4/16/2018, 12:24 PM
Q4 2017 189 $466M +$9.34M -$5.69M +$3.65M JNJ, MA, CMCSA, AAPL, DIS 13F-HR 1/26/2018, 12:01 PM
Q3 2017 188 $439M +$12.5M -$2.25M +$10.3M JNJ, CMCSA, MA, AAPL, DIS 13F-HR 10/17/2017, 12:29 PM
Q2 2017 180 $419M +$6.33M -$2.9M +$3.43M JNJ, CMCSA, DIS, PEP, MA 13F-HR 7/14/2017, 12:35 PM
Q1 2017 175 $411M +$14M -$1.22M +$12.8M JNJ, DIS, CMCSA, PEP, AAPL 13F-HR 4/18/2017, 01:09 PM
Q4 2016 177 $387M +$11.7M -$4.64M +$7.03M JNJ, CMCSA, DIS, XOM, PEP 13F-HR 2/2/2017, 01:05 PM
Q3 2016 170 $371M +$13.7M -$1.93M +$11.7M JNJ, CMCSA, PEP, XOM, DIS 13F-HR 10/20/2016, 01:40 PM
Q2 2016 155 $352M +$5.92M -$2.54M +$3.38M JNJ, CMCSA, XOM, DIS, PEP 13F-HR 8/1/2016, 10:41 AM
Q1 2016 153 $343M +$24.2M -$1.9M +$22.3M JNJ, PEP, DIS, CMCSA, XOM 13F-HR 4/11/2016, 11:53 AM
Q4 2015 148 $324M +$24.7M -$4.18M +$20.5M DIS, JNJ, PEP, CMCSA, MA 13F-HR 1/21/2016, 12:47 PM
Q3 2015 143 $304M +$33.5M -$895K +$32.6M DIS, PEP, JNJ, CMCSK, DISH 13F-HR 10/22/2015, 11:44 AM
Q2 2015 143 $311M +$17.7M -$3.01M +$14.7M DIS, DISH, JNJ, CMCSK, PEP 13F-HR 7/14/2015, 09:21 AM
Q1 2015 137 $300M +$7.14M -$4.9M +$2.24M DIS, DISH, JNJ, PEP, XOM 13F-HR 4/20/2015, 09:05 AM
Q4 2014 155 $319M +$7.29M -$3.89M +$3.41M DISH, JNJ, DIS, XOM, PEP 13F-HR 1/20/2015, 11:29 AM
Q3 2014 157 $308M +$10.4M -$3.66M +$6.75M JNJ, DISH, XOM, DIS, PEP 13F-HR 10/21/2014, 03:17 PM
Q2 2014 154 $308M +$20.8M -$3.78M +$17M XOM, DISH, JNJ, DIS, PEP 13F-HR 7/8/2014, 11:39 AM
Q1 2014 149 $288M +$23.2M -$2.65M +$20.5M DISH, XOM, JNJ, DIS, PEP 13F-HR 4/30/2014, 03:15 PM
Q4 2013 148 $281M XOM, DISH, JNJ, PEP, DIS 13F-HR 1/21/2014, 10:29 AM