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Beese Fulmer Investment Management’s MarketAxess Holdings MKTX Stock Holding History

Beese Fulmer Investment Management’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,711
Closed -$282K – 462
2026
Q1 		$282K Buy
1,711
+257
+18% +$45K 0.02% 324
2025
Q4 		$264K Buy
+1,454
New +$248K 0.02% 321

Other funds holding MKTX

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of MarketAxess Holdings (MKTX) in Q2 2026, closing a stake of 1,711 shares — an estimated $282K sold.

Beese Fulmer Investment Management first reported a position in MKTX in Q4 2025 and held it in 2 quarters. The position peaked at $282K in Q1 2026. 87 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining MarketAxess Holdings position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,711 MarketAxess Holdings shares in Q2 2026, an estimated $282K.
  • Beese Fulmer Investment Management first reported a position in MarketAxess Holdings in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's MarketAxess Holdings position peaked at $282K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

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