Beese Fulmer Investment Management, Inc. Incresed Positions in Q1 2025

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
78.8K
+ 80.09%
$90.34 - $124.66 $7.12M - $9.83M
177K $16.2M
PM
Philip Morris International Inc.

Consumer Defensive
217
+ 0.19%
$117.15 - $158.79 $25.4K - $34.5K
112K $17.8M
JNJ
Johnson & Johnson

Healthcare
2.74K
+ 2.18%
$142.06 - $167.7 $389K - $459K
129K $21.3M
ABT
Abbott Laboratories

Healthcare
6.45K
+ 6.79%
$111.1 - $140.22 $717K - $905K
101K $13.5M
XOM
Exxon Mobil Corp

Energy
4.25K
+ 2.22%
$105.44 - $118.93 $448K - $506K
196K $23.3M
CVX
Chevron Corp

Energy
2.12K
+ 2.19%
$146.71 - $167.97 $310K - $355K
98.7K $16.5M
CB
Chubb LTD

Financial Services
568
+ 0.99%
$257.71 - $301.99 $146K - $172K
58.1K $17.6M
MCD
Mcdonalds Corp

Consumer Cyclical
935
+ 1.82%
$279.74 - $321.29 $262K - $300K
52.3K $16.4M
LLY
Eli Lilly & CO

Healthcare
1.54K
+ 255.21%
$725.72 - $929.72 $1.12M - $1.44M
2.15K $1.77M
AON
Aon PLC

Financial Services
596
+ 2.32%
$348.44 - $409.32 $208K - $244K
26.3K $10.5M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.01%
$169.2 - $216.66 $846 - $1.08K
35.1K $7.36M
KLAC
Kla Corp

Technology
314
+ 1.87%
$636.62 - $777.63 $200K - $244K
17.1K $11.6M
NFLX
Netflix Inc

Communication Services
26
+ 0.13%
$828.4 - $1058.6 $21.5K - $27.5K
20.1K $18.8M
GLD
Spdr Gold Trust

ETFs
1.84K
+ 43.47%
$243.19 - $288.14 $447K - $529K
6.06K $1.75M
PG
Procter & Gamble CO

Consumer Defensive
1.98K
+ 1.67%
$158.56 - $176.26 $315K - $350K
121K $20.6M
JPM
Jpmorgan Chase & CO

Financial Services
446
+ 0.49%
$225.19 - $279.95 $100K - $125K
91.4K $22.4M
SYK
Stryker Corp

Healthcare
246
+ 0.58%
$355.18 - $399.9 $87.4K - $98.4K
42.7K $15.9M
NSC
Norfolk Southern Corp

Industrials
2.4K
+ 29.49%
$227.69 - $259.76 $546K - $623K
10.5K $2.5M
GE
General Electric CO

Industrials
240
+ 1.59%
$168.59 - $212.13 $40.5K - $50.9K
15.3K $3.07M
T
At&T Inc.

Communication Services
4.03K
+ 5.55%
$21.56 - $28.28 $86.9K - $114K
76.6K $2.17M
UNP
Union Pacific Corp

Industrials
526
+ 1.16%
$225.21 - $254.42 $118K - $134K
45.8K $10.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.13K
+ 17.27%
$551.42 - $612.93 $621K - $690K
7.65K $4.28M
EOG
Eog Resources Inc

Energy
1.1K
+ 2.07%
$120.54 - $138.05 $132K - $151K
53.9K $6.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.81K
+ 151.94%
$169.43 - $182.84 $306K - $330K
2.99K $514K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6K
+ 67.08%
$50.72 - $50.92 $304K - $306K
14.9K $759K
TDG
Trans Digm Group Inc

Industrials
44
+ 2.18%
$1251.32 - $1394.11 $55.1K - $61.3K
2.07K $2.86M
AMGN
Amgen Inc

Healthcare
330
+ 9.22%
$258.59 - $327.36 $85.3K - $108K
3.91K $1.22M
TJX
Tjx Companies Inc

Consumer Cyclical
725
+ 0.43%
$112.81 - $126.16 $81.8K - $91.5K
170K $20.7M
VZ
Verizon Communications Inc

Communication Services
330
+ 0.84%
$37.81 - $46.49 $12.5K - $15.3K
39.5K $1.79M
SHEL
Shell PLC

Energy
34
+ 0.17%
$62.84 - $73.29 $2.14K - $2.49K
19.8K $1.44M
V
Visa Inc.

Financial Services
96
+ 2.14%
$306.92 - $362.71 $29.5K - $34.8K
4.59K $1.61M
XLI
Industrial Sector Spdr

ETFs
1.1K
+ 62.71%
$128.78 - $141.67 $142K - $156K
2.85K $371K
WMT
Walmart Inc.

Consumer Defensive
2.03K
+ 9.64%
$84.5 - $105.05 $172K - $213K
23.1K $2.03M
PFE
Pfizer Inc

Healthcare
7.23K
+ 13.95%
$25.01 - $27.13 $181K - $196K
59.1K $1.5M
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 9.52%
$58.74 - $64.87 $67.2K - $74.2K
13.2K $812K
INTC
Intel Corp

Technology
1.84K
+ 9.97%
$19.1 - $27.39 $35.1K - $50.3K
20.3K $460K
D
Dominion Energy, Inc

Utilities
249
+ 0.74%
$52.85 - $57.43 $13.2K - $14.3K
33.9K $1.9M
WMB
Williams Companies, Inc.

Energy
247
+ 1.91%
$54.02 - $61.09 $13.3K - $15.1K
13.1K $785K
CRWD
Crowd Strike Holdings, Inc.

Technology
94
+ 1.98%
$308.86 - $455.36 $29K - $42.8K
4.84K $1.71M
WEC
Wec Energy Group, Inc.

Utilities
366
+ 13.93%
$92.12 - $108.98 $33.7K - $39.9K
2.99K $326K
DUK
Duke Energy Corp

Utilities
115
+ 2.54%
$105.87 - $121.97 $12.2K - $14K
4.65K $566K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 8.15%
$1739.0 - $2260.0 $26.1K - $33.9K
199 $388K
VTV
Vanguard Value ETF

ETFs
371
+ 7.54%
$167.73 - $179.21 $62.2K - $66.5K
5.29K $904K
FCX
Freeport Mcmoran Inc

Basic Materials
2.06K
+ 3.12%
$34.5 - $43.01 $70.9K - $88.4K
67.9K $2.57M
KMI
Kinder Morgan, Inc.

Energy
900
+ 3.25%
$26.1 - $31.22 $23.5K - $28.1K
28.6K $815K
NEE
Nextera Energy Inc

Utilities
868
+ 14.04%
$66.96 - $76.16 $58.1K - $66.1K
7.05K $499K
VIG
Vanguard Dividend Appreciation

ETFs
300
+ 2.44%
N/A
12.6K $2.3M
IVV
Ishares Core S&P 500 ETF

ETFs
206
+ 10.39%
$554.06 - $615.85 $114K - $127K
2.19K $1.22M
BAC
Bank Of America Corp

Financial Services
1.63K
+ 23.31%
$39.61 - $47.74 $64.6K - $77.9K
8.63K $360K
Activity Summary
Buys All Purchases 126 New Holdings 25 Increased Positions 101 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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