Beese Fulmer Investment Management, Inc. Purchases in Q1 2025

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
23.7K
New
$211.3 - $272.83 $5M - $6.46M
23.7K $6.31M
DELL
Dell Technologies Inc.

Technology
78.8K
+ 80.09%
$90.34 - $124.66 $7.12M - $9.83M
177K $16.2M
PM
Philip Morris International Inc.

Consumer Defensive
217
+ 0.19%
$117.15 - $158.79 $25.4K - $34.5K
112K $17.8M
JNJ
Johnson & Johnson

Healthcare
2.74K
+ 2.18%
$142.06 - $167.7 $389K - $459K
129K $21.3M
ABT
Abbott Laboratories

Healthcare
6.45K
+ 6.79%
$111.1 - $140.22 $717K - $905K
101K $13.5M
XOM
Exxon Mobil Corp

Energy
4.25K
+ 2.22%
$105.44 - $118.93 $448K - $506K
196K $23.3M
CVX
Chevron Corp

Energy
2.12K
+ 2.19%
$146.71 - $167.97 $310K - $355K
98.7K $16.5M
CB
Chubb LTD

Financial Services
568
+ 0.99%
$257.71 - $301.99 $146K - $172K
58.1K $17.6M
MCD
Mcdonalds Corp

Consumer Cyclical
935
+ 1.82%
$279.74 - $321.29 $262K - $300K
52.3K $16.4M
LLY
Eli Lilly & CO

Healthcare
1.54K
+ 255.21%
$725.72 - $929.72 $1.12M - $1.44M
2.15K $1.77M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.8K
+ 9.55%
$77.7 - $78.94 $998K - $1.01M
147K $11.6M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.01%
$169.2 - $216.66 $846 - $1.08K
35.1K $7.36M
KLAC
Kla Corp

Technology
314
+ 1.87%
$636.62 - $777.63 $200K - $244K
17.1K $11.6M
NFLX
Netflix Inc

Communication Services
26
+ 0.13%
$828.4 - $1058.6 $21.5K - $27.5K
20.1K $18.8M
GLD
Spdr Gold Trust

ETFs
1.84K
+ 43.47%
$243.19 - $288.14 $447K - $529K
6.06K $1.75M
PG
Procter & Gamble CO

Consumer Defensive
1.98K
+ 1.67%
$158.56 - $176.26 $315K - $350K
121K $20.6M
XLE
Energy Sector Spdr

ETFs
7.21K
New
$85.7 - $93.96 $618K - $677K
7.21K $666K
JPM
Jpmorgan Chase & CO

Financial Services
446
+ 0.49%
$225.19 - $279.95 $100K - $125K
91.4K $22.4M
SYK
Stryker Corp

Healthcare
246
+ 0.58%
$355.18 - $399.9 $87.4K - $98.4K
42.7K $15.9M
NSC
Norfolk Southern Corp

Industrials
2.4K
+ 29.49%
$227.69 - $259.76 $546K - $623K
10.5K $2.5M
GE
General Electric CO

Industrials
240
+ 1.59%
$168.59 - $212.13 $40.5K - $50.9K
15.3K $3.07M
T
At&T Inc.

Communication Services
4.03K
+ 5.55%
$21.56 - $28.28 $86.9K - $114K
76.6K $2.17M
UNP
Union Pacific Corp

Industrials
526
+ 1.16%
$225.21 - $254.42 $118K - $134K
45.8K $10.8M
GABC
German American Bancorp, Inc.

Financial Services
12.9K
New
$37.21 - $41.71 $478K - $536K
12.9K $484K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.13K
+ 17.27%
$551.42 - $612.93 $621K - $690K
7.65K $4.28M
PHO
Invesco Exchange Traded Fd Tr

ETFs
6.93K
New
$63.77 - $68.75 $442K - $477K
6.93K $445K
EOG
Eog Resources Inc

Energy
1.1K
+ 2.07%
$120.54 - $138.05 $132K - $151K
53.9K $6.91M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
12.7K
New
$24.11 - $28.41 $306K - $360K
12.7K $356K
MTB
M&T Bank Corp

Financial Services
1.74K
New
$170.47 - $201.98 $296K - $351K
1.74K $310K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6K
+ 67.08%
$50.72 - $50.92 $304K - $306K
14.9K $759K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.81K
+ 151.94%
$169.43 - $182.84 $306K - $330K
2.99K $514K
TDG
Trans Digm Group Inc

Industrials
44
+ 2.18%
$1251.32 - $1394.11 $55.1K - $61.3K
2.07K $2.86M
AMGN
Amgen Inc

Healthcare
330
+ 9.22%
$258.59 - $327.36 $85.3K - $108K
3.91K $1.22M
KKR
Kkr & Co. Inc.

Financial Services
2.47K
New
$108.17 - $167.07 $267K - $412K
2.47K $285K
CVS
Cvs Health Corp

Healthcare
4.07K
New
$44.22 - $68.64 $180K - $280K
4.07K $275K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.67K
New
$34.58 - $45.76 $196K - $259K
5.67K $258K
TJX
Tjx Companies Inc

Consumer Cyclical
725
+ 0.43%
$112.81 - $126.16 $81.8K - $91.5K
170K $20.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.21K
New
$180.02 - $208.56 $219K - $253K
1.21K $252K
XLU
Utilities Sector Spdr

ETFs
3.08K
New
$74.7 - $80.27 $230K - $247K
3.08K $239K
AZO
Autozone Inc

Consumer Cyclical
62
New
$3193.96 - $3828.11 $198K - $237K
62 $236K
EQT
Eqt Corp

Energy
4.29K
New
$46.16 - $54.25 $198K - $233K
4.29K $229K
PANW
Palo Alto Networks Inc

Technology
1.33K
New
$167.82 - $208.28 $223K - $276K
1.33K $226K
VZ
Verizon Communications Inc

Communication Services
330
+ 0.84%
$37.81 - $46.49 $12.5K - $15.3K
39.5K $1.79M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
530
New
$408.78 - $448.82 $217K - $238K
530 $222K
PSX
Phillips 66

Energy
1.78K
New
$113.93 - $131.55 $203K - $235K
1.78K $220K
NVS
Novartis Ag

Healthcare
1.96K
New
$97.14 - $115.57 $190K - $227K
1.96K $218K
PBE
Invesco Exchange Traded Fd Tr

ETFs
3.4K
New
$64.15 - $70.44 $218K - $239K
3.4K $218K
VOT
Vanguard Mid Cap Growth Index

ETFs
887
New
$237.72 - $276.98 $211K - $246K
887 $216K
PR
Permian Resources Corporation

Energy
15.3K
New
$12.33 - $16.0 $189K - $245K
15.3K $210K
Activity Summary
Buys All Purchases 126 New Holdings 25 Increased Positions 101 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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