Beese Fulmer Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $81.8M | Sell |
322,470
-1,125
| -0.3% | -$293K | 5.24% | 1 |
|
|
2025
Q4 | $88M | Buy |
323,595
+7,014
| +2% | +$1.88M | 5.73% | 1 |
|
|
2025
Q3 | $80.6M | Sell |
316,581
-1,864
| -0.6% | -$421K | 5.57% | 1 |
|
|
2025
Q2 | $65.3M | Buy |
318,445
+8,081
| +3% | +$1.63M | 4.87% | 2 |
|
|
2025
Q1 | $68.9M | Buy |
310,364
+1,437
| +0.5% | +$333K | 5.93% | 1 |
|
|
2024
Q4 | $77.4M | Sell |
308,927
-1,817
| -0.6% | -$428K | 6.6% | 1 |
|
|
2024
Q3 | $72.4M | Sell |
310,744
-3,667
| -1% | -$819K | 6.22% | 1 |
|
|
2024
Q2 | $66.2M | Sell |
314,411
-580
| -0.2% | -$108K | 6.03% | 1 |
|
|
2024
Q1 | $54M | Sell |
314,991
-7,129
| -2% | -$1.3M | 5.08% | 2 |
|
|
2023
Q4 | $62M | Sell |
322,120
-5,409
| -2% | -$999K | 6.42% | 1 |
|
|
2023
Q3 | $56.1M | Sell |
327,529
-10,873
| -3% | -$1.99M | 6.32% | 1 |
|
|
2023
Q2 | $65.6M | Sell |
338,402
-7,320
| -2% | -$1.28M | 7.1% | 1 |
|
|
2023
Q1 | $57M | Buy |
345,722
+9,373
| +3% | +$1.38M | 6.51% | 1 |
|
|
2022
Q4 | $43.7M | Buy |
336,349
+3,021
| +0.9% | +$432K | 5.26% | 1 |
|
|
2022
Q3 | $46.1M | Sell |
333,328
-5,248
| -2% | -$824K | 6.19% | 1 |
|
|
2022
Q2 | $46.3M | Sell |
338,576
-13,877
| -4% | -$2.1M | 5.92% | 1 |
|
|
2022
Q1 | $61.5M | Sell |
352,453
-3,082
| -0.9% | -$518K | 6.67% | 1 |
|
|
2021
Q4 | $63.1M | Sell |
355,535
-4,636
| -1% | -$733K | 6.57% | 1 |
|
|
2021
Q3 | $51M | Sell |
360,171
-3,229
| -0.9% | -$475K | 5.74% | 1 |
|
|
2021
Q2 | $49.8M | Sell |
363,400
-1,625
| -0.4% | -$211K | 5.63% | 1 |
|
|
2021
Q1 | $44.6M | Sell |
365,025
-3,573
| -1% | -$459K | 5.36% | 1 |
|
|
2020
Q4 | $48.9M | Sell |
368,598
-673
| -0.2% | -$80.9K | 6.25% | 1 |
|
|
2020
Q3 | $42.8M | Sell |
369,271
-18,629
| -5% | -$2.03M | 6.06% | 1 |
|
|
2020
Q2 | $35.4M | Sell |
387,900
-10,916
| -3% | -$846K | 5.21% | 1 |
|
|
2020
Q1 | $25.4M | Sell |
398,816
-8,456
| -2% | -$622K | 4.49% | 1 |
|
|
2019
Q4 | $29.9M | Sell |
407,272
-1,000
| -0.2% | -$64.3K | 4.19% | 1 |
|
|
2019
Q3 | $22.9M | Buy |
408,272
+123,332
| +43% | +$6.45M | 3.43% | 1 |
|
|
2019
Q2 | $14.1M | Buy |
284,940
+1,684
| +0.6% | +$82.1K | 2.67% | 4 |
|
|
2019
Q1 | $13.5M | Buy |
283,256
+44
| +0% | +$1.87K | 2.65% | 5 |
|
|
2018
Q4 | $11.2M | Buy |
283,212
+8,016
| +3% | +$389K | 2.51% | 6 |
|
|
2018
Q3 | $15.5M | Buy |
275,196
+3,028
| +1% | +$158K | 3.05% | 2 |
|
|
2018
Q2 | $12.6M | Buy |
272,168
+6,776
| +3% | +$307K | 2.64% | 2 |
|
|
2018
Q1 | $11.1M | Sell |
265,392
-3,204
| -1% | -$138K | 2.44% | 5 |
|
|
2017
Q4 | $11.4M | Sell |
268,596
-164
| -0.1% | -$6.85K | 2.44% | 4 |
|
|
2017
Q3 | $10.4M | Buy |
268,760
+3,920
| +1% | +$152K | 2.36% | 4 |
|
|
2017
Q2 | $9.54M | Sell |
264,840
-1,412
| -0.5% | -$52.2K | 2.27% | 6 |
|
|
2017
Q1 | $9.56M | Sell |
266,252
-1,900
| -0.7% | -$62.6K | 2.33% | 5 |
|
|
2016
Q4 | $7.76M | Sell |
268,152
-1,984
| -0.7% | -$56.2K | 2.01% | 8 |
|
|
2016
Q3 | $7.63M | Sell |
270,136
-2,780
| -1% | -$73.6K | 2.06% | 7 |
|
|
2016
Q2 | $6.52M | Sell |
272,916
-2,640
| -1% | -$65.6K | 1.85% | 14 |
|
|
2016
Q1 | $7.49M | Buy |
275,556
+1,736
| +0.6% | +$43.3K | 2.18% | 9 |
|
|
2015
Q4 | $7.21M | Buy |
273,820
+7,220
| +3% | +$206K | 2.22% | 9 |
|
|
2015
Q3 | $7.35M | Buy |
266,600
+23,848
| +10% | +$699K | 2.42% | 8 |
|
|
2015
Q2 | $7.61M | Buy |
242,752
+1,720
| +0.7% | +$55K | 2.45% | 8 |
|
|
2015
Q1 | $7.5M | Buy |
241,032
+4,660
| +2% | +$141K | 2.5% | 8 |
|
|
2014
Q4 | $6.52M | Buy |
236,372
+2,944
| +1% | +$80.1K | 2.04% | 11 |
|
|
2014
Q3 | $5.88M | Buy |
233,428
+160
| +0.1% | +$3.93K | 1.91% | 14 |
|
|
2014
Q2 | $5.42M | Sell |
233,268
-3,696
| -2% | -$78.7K | 1.76% | 16 |
|
|
2014
Q1 | $4.54M | Sell |
236,964
-2,912
| -1% | -$55.4K | 1.58% | 16 |
|
|
2013
Q4 | $4.81M | Sell |
239,876
-1,120
| -0.5% | -$21.2K | 1.71% | 16 |
|
|
2013
Q3 | $4.1M | Sell |
240,996
-2,716
| -1% | -$45K | 1.61% | 16 |
|
|
2013
Q2 | $3.45M | Buy |
+243,712
| New | +$3.75M | 1.48% | 20 |
|
Other funds holding AAPL
VCM
VPM
Beese Fulmer Investment Management's AAPL Position: Q1 2026 in Review
Beese Fulmer Investment Management reduced its Apple (AAPL) stake by 0.35% in Q1 2026, selling an estimated $293K and leaving 322,470 shares worth $81.8M. The position accounts for 5.24% of the portfolio, ranked #1.
Beese Fulmer Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $88M in Q4 2025. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Beese Fulmer Investment Management held 322,470 shares of Apple worth $81.8M as of Q1 2026.
- Beese Fulmer Investment Management sold 1,125 Apple shares in Q1 2026, an estimated $293K.
- Apple made up 5.24% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #1 holding.
- Beese Fulmer Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Beese Fulmer Investment Management's Apple position peaked at $88M in Q4 2025.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.