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BEESE FULMER INVESTMENT MANAGEMENT, INC. Historic Quarter Change: USA Everything Else, Sold Out

BEESE FULMER INVESTMENT MANAGEMENT, INC. historic quarter change: USA Everything Else, Sold out

In partnership units, exchange-traded notes and anything else (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, BEESE FULMER INVESTMENT MANAGEMENT, INC. opened 48 positions, added to 20, reduced 22 and sold out of 21.

  • Q4 2025: Stock BERKSHIRE HATHAWAY INC DEL CL A; Country of operation United States; Class Stock; Shares before 8.
  • Q4 2025: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class Stock; Shares before 2,573.
  • Q3 2025: Stock ENTERPRISE BANCORP INC MASS COM; Country of operation United States; Class Stock; Shares before 8,850.
  • Q3 2025: Stock ESSA BANCORP INC COM; Country of operation United States; Class Stock; Shares before 14,597.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 911274), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-03); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-20); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-01); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-21); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-22); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-20); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-20); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-21); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025BERKSHIRE HATHAWAY INC DEL CL A
CUSIP 084670108
United StatesStock80-8$6,033,600$0-$6,033,6002026-02-05
Q4 2025DUPONT DE NEMOURS INC COM
CUSIP 26614N102
United StatesStock2,5730-2,573$200,424$0-$200,4242026-02-05
Q3 2025ENTERPRISE BANCORP INC MASS COM
CUSIP 293668109
United StatesStock8,8500-8,850$350,814$0-$350,8142025-11-13
Q3 2025ESSA BANCORP INC COM
CUSIP 29667D104
United StatesStock14,5970-14,597$283,182$0-$283,1822025-11-13
Q3 2025BROOKLINE BANCORP INC DEL COM
CUSIP 11373M107
United StatesStock19,3680-19,368$204,332$0-$204,3322025-11-13
Q3 2025AMERICAN AIRLINES GROUP INC 6.5 07/01/2025
CUSIP 02376RAF9
United StatesConvertible175,0000-175,000$175,086$0-$175,0862025-11-13
Q4 2024ARISTA NETWORKS INC COM
CUSIP 040413106
United StatesStock33,7460-33,746$12,952,390$0-$12,952,3902025-01-28
Q2 2024PIONEER NAT RES CO COM
CUSIP 723787107
United StatesStock9,5140-9,514$2,497,425$0-$2,497,4252024-07-03
Q2 2024COLUMBIA FINL INC COM
CUSIP 197641103
United StatesStock12,4680-12,468$214,574$0-$214,5742024-07-03
Q1 2024FLEETCOR TECHNOLOGIES INC COM
CUSIP 339041105
United StatesStock22,4080-22,408$6,332,725$0-$6,332,7252024-04-08
Q1 2024DISH NETWORK CORPORATION CL A
CUSIP 25470M109
United StatesStock23,3280-23,328$134,603$0-$134,6032024-04-08
Q3 2016TYCO INTL PLC SHS
CUSIP G91442106
Stock17,1020-17,102$729,000$0-$729,0002016-10-20
Q3 2016HERTZ GLOBAL HLDGS INC COM
CUSIP 42806J106
Stock11,0380-11,038$122,000$0-$122,0002016-10-20
Q2 2016BAXALTA INC COM
CUSIP 07177M103
Stock29,5370-29,537$1,189,000$0-$1,189,0002016-08-01
Q2 2016BERKSHIRE HATHAWAY INC DEL CL A
CUSIP 084670108
United StatesStock50-5$1,059,000$0-$1,059,0002016-08-01
Q2 2016TIME WARNER CABLE INC COM
CUSIP 88732J207
Stock2,0750-2,075$424,000$0-$424,0002016-08-01
Q2 2016LIBERTY MEDIA CORP DELAWARE COM SER C
CUSIP 531229300
Stock10,4620-10,462$394,000$0-$394,0002016-08-01
Q2 2016LIBERTY MEDIA CORP DELAWARE CL A
CUSIP 531229102
Stock5,7810-5,781$222,000$0-$222,0002016-08-01
Q2 2016HERTZ GLOBAL HOLDINGS INC COM
CUSIP 42805T105
Stock12,9000-12,900$125,000$0-$125,0002016-08-01
Q2 2015CEDAR FAIR, L.P.
CUSIP 150185106
United StatesMLP UNITS3,8000-3,800$218,000$0-$218,0002015-07-14
Q4 2014CEDAR FAIR, L.P.
CUSIP 150185106
United StatesMLP UNITS4,3000-4,300$203,000$0-$203,0002015-01-20

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