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Beese Fulmer Investment Management’s Curtiss-Wright CW Stock Holding History

Beese Fulmer Investment Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.95M Sell
13,137
-257
-2% -$188K 0.57% 47
2026
Q1 		$9.13M Sell
13,394
-554
-4% -$368K 0.58% 51
2025
Q4 		$7.69M Buy
13,948
+299
+2% +$167K 0.5% 52
2025
Q3 		$7.41M Sell
13,649
-270
-2% -$133K 0.51% 52
2025
Q2 		$6.8M Sell
13,919
-416
-3% -$164K 0.51% 52
2025
Q1 		$4.55M Sell
14,335
-423
-3% -$143K 0.39% 58
2024
Q4 		$5.24M Sell
14,758
-128
-0.9% -$46.1K 0.45% 57
2024
Q3 		$4.89M Sell
14,886
-66
-0.4% -$19.5K 0.42% 60
2024
Q2 		$4.05M Sell
14,952
-151
-1% -$40.4K 0.37% 61
2024
Q1 		$3.87M Hold
15,103
– – 0.36% 63
2023
Q4 		$3.36M Sell
15,103
-102
-0.7% -$21.3K 0.35% 64
2023
Q3 		$2.97M Hold
15,205
– – 0.34% 66
2023
Q2 		$2.79M Sell
15,205
-233
-2% -$39.7K 0.3% 70
2023
Q1 		$2.72M Sell
15,438
-314
-2% -$53.2K 0.31% 74
2022
Q4 		$2.63M Sell
15,752
-70
-0.4% -$11.7K 0.32% 76
2022
Q3 		$2.2M Sell
15,822
-21
-0.1% -$2.98K 0.3% 77
2022
Q2 		$2.09M Hold
15,843
– – 0.27% 84
2022
Q1 		$2.38M Hold
15,843
– – 0.26% 88
2021
Q4 		$2.2M Hold
15,843
– – 0.23% 89
2021
Q3 		$2M Hold
15,843
– – 0.23% 88
2021
Q2 		$1.88M Hold
15,843
– – 0.21% 95
2021
Q1 		$1.88M Hold
15,843
– – 0.23% 93
2020
Q4 		$1.84M Hold
15,843
– – 0.24% 90
2020
Q3 		$1.48M Hold
15,843
– – 0.21% 95
2020
Q2 		$1.41M Hold
15,843
– – 0.21% 93
2020
Q1 		$1.46M Sell
15,843
-365
-2% -$46.8K 0.26% 87
2019
Q4 		$2.28M Hold
16,208
– – 0.32% 80
2019
Q3 		$2.1M Hold
16,208
– – 0.32% 83
2019
Q2 		$2.06M Sell
16,208
-200
-1% -$23K 0.39% 71
2019
Q1 		$1.86M Hold
16,408
– – 0.37% 72
2018
Q4 		$1.68M Hold
16,408
– – 0.38% 69
2018
Q3 		$2.25M Hold
16,408
– – 0.44% 68
2018
Q2 		$1.95M Hold
16,408
– – 0.41% 72
2018
Q1 		$2.22M Sell
16,408
-230
-1% -$30K 0.49% 67
2017
Q4 		$2.03M Hold
16,638
– – 0.43% 69
2017
Q3 		$1.74M Hold
16,638
– – 0.4% 73
2017
Q2 		$1.53M Hold
16,638
– – 0.36% 75
2017
Q1 		$1.52M Sell
16,638
-250
-1% -$24.1K 0.37% 72
2016
Q4 		$1.66M Hold
16,888
– – 0.43% 68
2016
Q3 		$1.54M Hold
16,888
– – 0.42% 68
2016
Q2 		$1.42M Hold
16,888
– – 0.4% 69
2016
Q1 		$1.27M Hold
16,888
– – 0.37% 71
2015
Q4 		$1.16M Hold
16,888
– – 0.36% 71
2015
Q3 		$1.05M Hold
16,888
– – 0.35% 74
2015
Q2 		$1.22M Hold
16,888
– – 0.39% 69
2015
Q1 		$1.25M Hold
16,888
– – 0.42% 64
2014
Q4 		$1.19M Hold
16,888
– – 0.37% 69
2014
Q3 		$1.11M Hold
16,888
– – 0.36% 72
2014
Q2 		$1.11M Hold
16,888
– – 0.36% 72
2014
Q1 		$1.07M Hold
16,888
– – 0.37% 70
2013
Q4 		$1.05M Hold
16,888
– – 0.37% 69
2013
Q3 		$793K Hold
16,888
– – 0.31% 78
2013
Q2 		$626K Buy
+16,888
New +$586K 0.27% 86

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

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

Beese Fulmer Investment Management reduced its Curtiss-Wright (CW) stake by 1.9% in Q2 2026, selling an estimated $188K and leaving 13,137 shares worth $9.95M. The position accounts for 0.57% of the portfolio, ranked #47.

Beese Fulmer Investment Management first reported a position in CW in Q2 2013 and has held it in 53 quarters since. 311 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Beese Fulmer Investment Management held 13,137 shares of Curtiss-Wright worth $9.95M as of Q2 2026.
  • Beese Fulmer Investment Management sold 257 Curtiss-Wright shares in Q2 2026, an estimated $188K.
  • Curtiss-Wright made up 0.57% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #47 holding.
  • Beese Fulmer Investment Management first reported a position in Curtiss-Wright in Q2 2013 and has held it in 53 quarters since.
  • 311 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

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