BFIM
XYZ

Beese Fulmer Investment Management’s Block Inc XYZ Stock Holding History

Beese Fulmer Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,296
Closed -$280K – 482
2025
Q4 		$280K Buy
+4,296
New +$296K 0.02% 303

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Beese Fulmer Investment Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,296 shares — an estimated $280K sold.

Beese Fulmer Investment Management first reported a position in XYZ in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 4,296 Block Inc shares in Q1 2026, an estimated $280K.
  • Beese Fulmer Investment Management first reported a position in Block Inc in Q4 2025 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Block Inc position peaked at $280K in Q4 2025.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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