BFIM
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Beese Fulmer Investment Management’s Viking Holdings VIK Stock Holding History

Beese Fulmer Investment Management’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$709K Buy
6,770
+1,505
+29% +$130K 0.04% 186
2026
Q1 		$387K Buy
5,265
+1,659
+46% +$121K 0.02% 248
2025
Q4 		$258K Buy
+3,606
New +$230K 0.02% 328

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Beese Fulmer Investment Management increased its Viking Holdings (VIK) stake by 29% in Q2 2026, buying an estimated $130K and bringing the position to 6,770 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #186.

Beese Fulmer Investment Management first reported a position in VIK in Q4 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Beese Fulmer Investment Management held 6,770 shares of Viking Holdings worth $709K as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,505 Viking Holdings shares in Q2 2026, an estimated $130K.
  • Viking Holdings made up 0.04% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #186 holding.
  • Beese Fulmer Investment Management first reported a position in Viking Holdings in Q4 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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