Beese Fulmer Investment Management’s Comfort Systems FIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.62M Buy
817
+6
+0.7% +$10.9K 0.09% 128
2026
Q1
$1.12M Buy
811
+191
+31% +$243K 0.07% 144
2025
Q4
$579K Buy
+620
New +$572K 0.04% 187

Other funds holding FIX

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

Beese Fulmer Investment Management increased its Comfort Systems (FIX) stake by 0.74% in Q2 2026, buying an estimated $10.9K and bringing the position to 817 shares worth $1.62M. The position accounts for 0.09% of the portfolio, ranked #128.

Beese Fulmer Investment Management first reported a position in FIX in Q4 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold FIX as of Q2 2026.

  • Beese Fulmer Investment Management held 817 shares of Comfort Systems worth $1.62M as of Q2 2026.
  • Beese Fulmer Investment Management bought 6 Comfort Systems shares in Q2 2026, an estimated $10.9K.
  • Comfort Systems made up 0.09% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #128 holding.
  • Beese Fulmer Investment Management first reported a position in Comfort Systems in Q4 2025 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held Comfort Systems as of Q2 2026.

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