BFIM
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Beese Fulmer Investment Management’s IQVIA IQV Stock Holding History

Beese Fulmer Investment Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,252
Closed -$282K – 455
2025
Q4 		$282K Buy
+1,252
New +$272K 0.02% 300

Other funds holding IQV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of IQVIA (IQV) in Q1 2026, closing a stake of 1,252 shares — an estimated $282K sold.

Beese Fulmer Investment Management first reported a position in IQV in Q4 2025 and held it in 1 quarter. The position peaked at $282K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold IQV as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining IQVIA position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,252 IQVIA shares in Q1 2026, an estimated $282K.
  • Beese Fulmer Investment Management first reported a position in IQVIA in Q4 2025 and held it in 1 quarter.
  • Beese Fulmer Investment Management's IQVIA position peaked at $282K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held IQVIA as of Q1 2026.

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