BFIM
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Beese Fulmer Investment Management’s Autodesk ADSK Stock Holding History

Beese Fulmer Investment Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$510K Sell
2,131
-118
-5% -$29.7K 0.03% 204
2025
Q4 		$666K Sell
2,249
-124
-5% -$37.5K 0.04% 170
2025
Q3 		$754K Sell
2,373
-240
-9% -$73.1K 0.05% 159
2025
Q2 		$809K Sell
2,613
-49
-2% -$13.9K 0.06% 152
2025
Q1 		$697K Sell
2,662
-222
-8% -$63.1K 0.06% 136
2024
Q4 		$852K Sell
2,884
-455
-14% -$134K 0.07% 127
2024
Q3 		$920K Sell
3,339
-963
-22% -$242K 0.08% 123
2024
Q2 		$1.06M Sell
4,302
-2,267
-35% -$509K 0.1% 116
2024
Q1 		$1.71M Sell
6,569
-2,304
-26% -$583K 0.16% 93
2023
Q4 		$2.16M Sell
8,873
-312
-3% -$67.4K 0.22% 80
2023
Q3 		$1.9M Sell
9,185
-192
-2% -$40.3K 0.21% 85
2023
Q2 		$1.92M Sell
9,377
-134
-1% -$26.8K 0.21% 92
2023
Q1 		$1.98M Buy
9,511
+479
+5% +$98.6K 0.23% 88
2022
Q4 		$1.69M Buy
9,032
+532
+6% +$107K 0.2% 96
2022
Q3 		$1.59M Buy
8,500
+1,052
+14% +$213K 0.21% 93
2022
Q2 		$1.28M Buy
7,448
+1,331
+22% +$256K 0.16% 106
2022
Q1 		$1.31M Sell
6,117
-559
-8% -$129K 0.14% 111
2021
Q4 		$1.88M Buy
6,676
+625
+10% +$182K 0.2% 95
2021
Q3 		$1.73M Buy
6,051
+444
+8% +$136K 0.19% 98
2021
Q2 		$1.64M Buy
5,607
+691
+14% +$197K 0.19% 101
2021
Q1 		$1.36M Buy
4,916
+1,949
+66% +$562K 0.16% 107
2020
Q4 		$906K Buy
2,967
+803
+37% +$212K 0.12% 119
2020
Q3 		$500K Buy
2,164
+721
+50% +$171K 0.07% 133
2020
Q2 		$345K Buy
+1,443
New +$284K 0.05% 144

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Beese Fulmer Investment Management's ADSK Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Autodesk (ADSK) stake by 5.2% in Q1 2026, selling an estimated $29.7K and leaving 2,131 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #204.

Beese Fulmer Investment Management first reported a position in ADSK in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.16M in Q4 2023. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Beese Fulmer Investment Management held 2,131 shares of Autodesk worth $510K as of Q1 2026.
  • Beese Fulmer Investment Management sold 118 Autodesk shares in Q1 2026, an estimated $29.7K.
  • Autodesk made up 0.03% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #204 holding.
  • Beese Fulmer Investment Management first reported a position in Autodesk in Q2 2020 and has held it in 24 quarters since.
  • Beese Fulmer Investment Management's Autodesk position peaked at $2.16M in Q4 2023.
  • 1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.