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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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 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. 1,474 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.
  • 1,474 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.