BFIM
CMA

Beese Fulmer Investment Management’s Comerica CMA Stock Holding History

Beese Fulmer Investment Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,648
Closed -$317K – 443
2025
Q4 		$317K Buy
+3,648
New +$294K 0.02% 276
2020
Q3 		– Sell
-51
Closed -$2K – 261
2020
Q2 		$2K Buy
+51
New +$1.78K ﹤0.01% 570
2017
Q1 		– Sell
-3,676
Closed -$250K – 178
2016
Q4 		$250K Buy
+3,676
New +$215K 0.06% 142

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 3,648 shares — an estimated $317K sold.

Beese Fulmer Investment Management first reported a position in CMA in Q4 2016 and held it in 3 quarters. The position peaked at $317K in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,648 Comerica shares in Q1 2026, an estimated $317K.
  • Beese Fulmer Investment Management first reported a position in Comerica in Q4 2016 and held it in 3 quarters.
  • Beese Fulmer Investment Management's Comerica position peaked at $317K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

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