Beese Fulmer Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Beese Fulmer Investment Management’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$536K	Buy	16,110 +9,795	+155%	+$398K	0.03%	206
2026 Q1	$243K	Buy	6,315 +1,501	+31%	+$65K	0.02%	367
2025 Q4	$239K	Buy	4,814 +1,180	+32%	+$67K	0.02%	345
2025 Q3	$236K	Sell	3,634 -1,272	-26%	-$82.7K	0.02%	265
2025 Q2	$300K	Buy	+4,906	New	+$275K	0.02%	231

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 155% in Q2 2026, buying an estimated $398K and bringing the position to 16,110 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #206.

Beese Fulmer Investment Management first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. 617 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Beese Fulmer Investment Management held 16,110 shares of iShares Bitcoin Trust worth $536K as of Q2 2026.
Beese Fulmer Investment Management bought 9,795 iShares Bitcoin Trust shares in Q2 2026, an estimated $398K.
iShares Bitcoin Trust made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #206 holding.
Beese Fulmer Investment Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
617 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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