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Beese Fulmer Investment Management’s Goldman Sachs GS Stock Holding History

Beese Fulmer Investment Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.9M Buy
25,862
+371
+1% +$331K 1.4% 19
2025
Q4 		$22.4M Buy
25,491
+362
+1% +$295K 1.46% 18
2025
Q3 		$20M Sell
25,129
-392
-2% -$290K 1.38% 20
2025
Q2 		$18.1M Buy
25,521
+444
+2% +$257K 1.35% 22
2025
Q1 		$13.7M Sell
25,077
-24
-0.1% -$14.4K 1.18% 29
2024
Q4 		$14.4M Sell
25,101
-55
-0.2% -$30.7K 1.23% 27
2024
Q3 		$12.5M Sell
25,156
-147
-0.6% -$71.9K 1.07% 36
2024
Q2 		$11.4M Sell
25,303
-386
-2% -$169K 1.04% 39
2024
Q1 		$10.7M Buy
25,689
+211
+0.8% +$81.9K 1.01% 38
2023
Q4 		$9.83M Sell
25,478
-451
-2% -$151K 1.02% 39
2023
Q3 		$8.39M Buy
25,929
+43
+0.2% +$14.4K 0.95% 41
2023
Q2 		$8.35M Buy
25,886
+11
+0% +$3.62K 0.9% 46
2023
Q1 		$8.46M Buy
25,875
+52
+0.2% +$18.1K 0.97% 43
2022
Q4 		$8.87M Buy
25,823
+842
+3% +$293K 1.07% 37
2022
Q3 		$7.32M Buy
24,981
+1,063
+4% +$344K 0.98% 38
2022
Q2 		$7.1M Sell
23,918
-106
-0.4% -$33K 0.91% 41
2022
Q1 		$7.93M Buy
24,024
+68
+0.3% +$24K 0.86% 42
2021
Q4 		$9.16M Buy
23,956
+114
+0.5% +$45.1K 0.95% 37
2021
Q3 		$9.01M Sell
23,842
-14
-0.1% -$5.47K 1.01% 33
2021
Q2 		$9.05M Sell
23,856
-167
-0.7% -$59.8K 1.02% 33
2021
Q1 		$7.86M Buy
24,023
+264
+1% +$82.2K 0.94% 38
2020
Q4 		$6.26M Sell
23,759
-68
-0.3% -$15.1K 0.8% 42
2020
Q3 		$4.79M Buy
23,827
+388
+2% +$78.9K 0.68% 54
2020
Q2 		$4.63M Sell
23,439
-593
-2% -$111K 0.68% 50
2020
Q1 		$3.71M Buy
24,032
+1,708
+8% +$363K 0.66% 54
2019
Q4 		$5.13M Buy
22,324
+650
+3% +$141K 0.72% 53
2019
Q3 		$4.49M Buy
21,674
+999
+5% +$209K 0.67% 56
2019
Q2 		$4.23M Sell
20,675
-413
-2% -$81.7K 0.8% 51
2019
Q1 		$4.05M Buy
21,088
+324
+2% +$62.5K 0.8% 51
2018
Q4 		$3.47M Buy
20,764
+146
+0.7% +$29.5K 0.78% 50
2018
Q3 		$4.62M Buy
20,618
+963
+5% +$224K 0.91% 46
2018
Q2 		$4.33M Buy
19,655
+818
+4% +$195K 0.91% 45
2018
Q1 		$4.74M Buy
18,837
+484
+3% +$126K 1.04% 41
2017
Q4 		$4.67M Buy
18,353
+249
+1% +$61.1K 1% 41
2017
Q3 		$4.29M Buy
18,104
+209
+1% +$47.1K 0.98% 43
2017
Q2 		$3.97M Buy
17,895
+199
+1% +$44.2K 0.95% 43
2017
Q1 		$4.07M Buy
17,696
+207
+1% +$50K 0.99% 40
2016
Q4 		$4.19M Buy
17,489
+452
+3% +$91.8K 1.08% 39
2016
Q3 		$2.75M Buy
17,037
+960
+6% +$156K 0.74% 53
2016
Q2 		$2.39M Buy
16,077
+473
+3% +$73.8K 0.68% 54
2016
Q1 		$2.35M Buy
15,604
+1,687
+12% +$261K 0.68% 55
2015
Q4 		$2.51M Buy
13,917
+840
+6% +$156K 0.77% 50
2015
Q3 		$2.27M Buy
13,077
+1,518
+13% +$298K 0.75% 49
2015
Q2 		$2.41M Buy
11,559
+2,725
+31% +$555K 0.78% 49
2015
Q1 		$1.66M Buy
8,834
+2,963
+50% +$551K 0.55% 55
2014
Q4 		$1.14M Buy
5,871
+840
+17% +$158K 0.36% 71
2014
Q3 		$924K Buy
5,031
+2,051
+69% +$360K 0.3% 84
2014
Q2 		$499K Buy
+2,980
New +$481K 0.16% 104

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its Goldman Sachs (GS) stake by 1.5% in Q1 2026, buying an estimated $331K and bringing the position to 25,862 shares worth $21.9M. The position accounts for 1.4% of the portfolio, ranked #19.

Beese Fulmer Investment Management first reported a position in GS in Q2 2014 and has held it in 48 quarters since. The position peaked at $22.4M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Beese Fulmer Investment Management held 25,862 shares of Goldman Sachs worth $21.9M as of Q1 2026.
  • Beese Fulmer Investment Management bought 371 Goldman Sachs shares in Q1 2026, an estimated $331K.
  • Goldman Sachs made up 1.4% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #19 holding.
  • Beese Fulmer Investment Management first reported a position in Goldman Sachs in Q2 2014 and has held it in 48 quarters since.
  • Beese Fulmer Investment Management's Goldman Sachs position peaked at $22.4M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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