BFIM
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Beese Fulmer Investment Management’s Alcoa AA Stock Holding History

Beese Fulmer Investment Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Sell
3,959
-1,643
-29% -$110K 0.01% 381
2026
Q1 		$372K Buy
+5,602
New +$344K 0.02% 261
2020
Q3 		– Sell
-1,000
Closed -$11K – 195
2020
Q2 		$11K Buy
+1,000
New +$8.94K ﹤0.01% 466

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Beese Fulmer Investment Management's AA Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Alcoa (AA) stake by 29% in Q2 2026, selling an estimated $110K and leaving 3,959 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #381.

Beese Fulmer Investment Management first reported a position in AA in Q2 2020 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 193 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Beese Fulmer Investment Management held 3,959 shares of Alcoa worth $206K as of Q2 2026.
  • Beese Fulmer Investment Management sold 1,643 Alcoa shares in Q2 2026, an estimated $110K.
  • Alcoa made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #381 holding.
  • Beese Fulmer Investment Management first reported a position in Alcoa in Q2 2020 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's Alcoa position peaked at $372K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.