BFIM
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Beese Fulmer Investment Management’s ADT ADT Stock Holding History

Beese Fulmer Investment Management’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,234
Closed -$114K – 404
2026
Q1 		$114K Sell
17,234
-2,938
-15% -$22.1K 0.01% 428
2025
Q4 		$163K Buy
+20,172
New +$168K 0.01% 391

Other funds holding ADT

State Farm Mutual Automobile Insurance
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of ADT (ADT) in Q2 2026, closing a stake of 17,234 shares — an estimated $114K sold.

Beese Fulmer Investment Management first reported a position in ADT in Q4 2025 and held it in 2 quarters. The position peaked at $163K in Q4 2025. 456 funds tracked by Wall St. Rank hold ADT as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining ADT position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 17,234 ADT shares in Q2 2026, an estimated $114K.
  • Beese Fulmer Investment Management first reported a position in ADT in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's ADT position peaked at $163K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held ADT as of Q2 2026.

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