Beese Fulmer Investment Management’s Ingersoll Rand IR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,692	Closed	-$213K	–	456
2025 Q4	$213K	Sell	2,692 -81,669	-97%	-$6.45M	0.01%	373
2025 Q3	$6.97M	Sell	84,361 -12,283	-13%	-$1.01M	0.48%	55
2025 Q2	$8.04M	Sell	96,644 -4,411	-4%	-$348K	0.6%	50
2025 Q1	$8.09M	Buy	101,055 +5,130	+5%	+$447K	0.7%	48
2024 Q4	$8.68M	Buy	95,925 +1,140	+1%	+$113K	0.74%	50
2024 Q3	$9.3M	Buy	94,785 +2,982	+3%	+$277K	0.8%	48
2024 Q2	$8.34M	Buy	+91,803	New	+$8.44M	0.76%	47
2020 Q3	–	Sell	-2,533	Closed	-$71K	–	366
2020 Q2	$71K	Sell	2,533 -8,427	-77%	-$238K	0.01%	286
2020 Q1	$272K	Buy	+10,960	New	+$348K	0.05%	148

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 2,692 shares — an estimated $213K sold.

Beese Fulmer Investment Management first reported a position in IR in Q1 2020 and held it in 9 quarters. The position peaked at $9.3M in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Beese Fulmer Investment Management reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
Beese Fulmer Investment Management sold 2,692 Ingersoll Rand shares in Q1 2026, an estimated $213K.
Beese Fulmer Investment Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 9 quarters.
Beese Fulmer Investment Management's Ingersoll Rand position peaked at $9.3M in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

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