Beese Fulmer Investment Management’s ATI ATI Stock Holding History

Beese Fulmer Investment Management’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363K	Buy	1,840 +123	+7%	+$20.9K	0.02%	258
2026 Q1	$250K	Buy	+1,717	New	+$239K	0.02%	359
2020 Q3	–	Sell	-5,529	Closed	-$56K	–	219
2020 Q2	$56K	Buy	+5,529	New	+$47.9K	0.01%	312
2019 Q3	–	Sell	-8,689	Closed	-$219K	–	208
2019 Q2	$219K	Hold	8,689	–	–	0.04%	160
2019 Q1	$222K	Buy	+8,689	New	+$229K	0.04%	156
2018 Q4	–	Sell	-8,689	Closed	-$257K	–	177
2018 Q3	$257K	Hold	8,689	–	–	0.05%	153
2018 Q2	$218K	Hold	8,689	–	–	0.05%	175
2018 Q1	$206K	Hold	8,689	–	–	0.05%	171
2017 Q4	$210K	Hold	8,689	–	–	0.05%	177
2017 Q3	$208K	Buy	+8,689	New	+$172K	0.05%	175
2016 Q4	–	Sell	-11,189	Closed	-$202K	–	178
2016 Q3	$202K	Hold	11,189	–	–	0.05%	158
2016 Q2	$143K	Hold	11,189	–	–	0.04%	151
2016 Q1	$169K	Hold	11,189	–	–	0.05%	148
2015 Q4	$126K	Hold	11,189	–	–	0.04%	145
2015 Q3	$159K	Sell	11,189 -1,044	-9%	-$21.6K	0.05%	139
2015 Q2	$369K	Sell	12,233 -2,167	-15%	-$71.6K	0.12%	112
2015 Q1	$432K	Hold	14,400	–	–	0.14%	96
2014 Q4	$501K	Hold	14,400	–	–	0.16%	99
2014 Q3	$534K	Hold	14,400	–	–	0.17%	99
2014 Q2	$649K	Hold	14,400	–	–	0.21%	94
2014 Q1	$543K	Sell	14,400 -1,000	-6%	-$33.6K	0.19%	98
2013 Q4	$549K	Hold	15,400	–	–	0.2%	97
2013 Q3	$470K	Sell	15,400 -1,000	-6%	-$28K	0.18%	99
2013 Q2	$431K	Buy	+16,400	New	+$462K	0.18%	99

Other funds holding ATI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its ATI (ATI) stake by 7.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,840 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #258.

Beese Fulmer Investment Management first reported a position in ATI in Q2 2013 and has held it in 24 quarters since. The position peaked at $649K in Q2 2014. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Beese Fulmer Investment Management held 1,840 shares of ATI worth $363K as of Q2 2026.
Beese Fulmer Investment Management bought 123 ATI shares in Q2 2026, an estimated $20.9K.
ATI made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #258 holding.
Beese Fulmer Investment Management first reported a position in ATI in Q2 2013 and has held it in 24 quarters since.
Beese Fulmer Investment Management's ATI position peaked at $649K in Q2 2014.
793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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