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Beese Fulmer Investment Management’s AXIS Capital AXS Stock Holding History

Beese Fulmer Investment Management’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Sell
2,420
-518
-18% -$51.9K 0.02% 329
2026
Q1 		$298K Buy
2,938
+784
+36% +$80.5K 0.02% 310
2025
Q4 		$232K Buy
+2,154
New +$214K 0.02% 352

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Beese Fulmer Investment Management reduced its AXIS Capital (AXS) stake by 18% in Q2 2026, selling an estimated $51.9K and leaving 2,420 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #329.

Beese Fulmer Investment Management first reported a position in AXS in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Beese Fulmer Investment Management held 2,420 shares of AXIS Capital worth $260K as of Q2 2026.
  • Beese Fulmer Investment Management sold 518 AXIS Capital shares in Q2 2026, an estimated $51.9K.
  • AXIS Capital made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #329 holding.
  • Beese Fulmer Investment Management first reported a position in AXIS Capital in Q4 2025 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's AXIS Capital position peaked at $298K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

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