BFIM
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Beese Fulmer Investment Management’s Exelixis EXEL Stock Holding History

Beese Fulmer Investment Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Sell
7,111
-942
-12% -$45.9K 0.02% 246
2026
Q1 		$345K Buy
8,053
+325
+4% +$14K 0.02% 281
2025
Q4 		$339K Buy
+7,728
New +$320K 0.02% 261

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Beese Fulmer Investment Management reduced its Exelixis (EXEL) stake by 12% in Q2 2026, selling an estimated $45.9K and leaving 7,111 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #246.

Beese Fulmer Investment Management first reported a position in EXEL in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Beese Fulmer Investment Management held 7,111 shares of Exelixis worth $387K as of Q2 2026.
  • Beese Fulmer Investment Management sold 942 Exelixis shares in Q2 2026, an estimated $45.9K.
  • Exelixis made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #246 holding.
  • Beese Fulmer Investment Management first reported a position in Exelixis in Q4 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

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