BFIM
IT icon

Beese Fulmer Investment Management’s Gartner IT Stock Holding History

Beese Fulmer Investment Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,194
Closed -$301K – 457
2025
Q4 		$301K Buy
+1,194
New +$287K 0.02% 287

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Gartner (IT) in Q1 2026, closing a stake of 1,194 shares — an estimated $301K sold.

Beese Fulmer Investment Management first reported a position in IT in Q4 2025 and held it in 1 quarter. The position peaked at $301K in Q4 2025. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,194 Gartner shares in Q1 2026, an estimated $301K.
  • Beese Fulmer Investment Management first reported a position in Gartner in Q4 2025 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Gartner position peaked at $301K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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