SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / DELL

Beese Fulmer Investment Management, Inc.’s Dell Technologies Inc Position

Does Beese Fulmer Investment Management, Inc. own Dell Technologies Inc (DELL)? Yes176.2K shares worth $29M (+1.85% of its 13F portfolio) as of Q1 2026, up from 175.9K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
176.2K
% of Portfolio
+1.85%
Quarters Held
15
currently held

Position History DELL

Reported value by quarter
Q2 ’20: $8,000Q2 ’20Q1 ’21: $263,000Q2 ’21: $337,000Q2 ’21Q3 ’21: $351,000Q4 ’21: $248,000Q4 ’21Q4 ’23: $287,181Q1 ’24: $11MQ1 ’24Q2 ’24: $13MQ3 ’24: $12MQ3 ’24Q4 ’24: $11MQ1 ’25: $16MQ1 ’25Q2 ’25: $21MQ3 ’25: $25MQ3 ’25Q4 ’25: $22MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026176.2K$29M+1.85%
Q4 2025175.9K$22M+1.44%
Q3 2025174.6K$25M+1.71%
Q2 2025175.2K$21M+1.60%
Q1 2025177.3K$16M+1.39%
Q4 202498.4K$11M+0.97%
Q3 202497.9K$12M+1.00%
Q2 202495.0K$13M+1.19%
Q1 202492.9K$11M+1.00%
Q4 20233.8K$287,181+0.03%
Q4 20214.4K$248,000+0.03%
Q3 20213.4K$351,000+0.04%
Q2 20213.4K$337,000+0.04%
Q1 20213.0K$263,000+0.03%
Q2 2020140$8,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beese Fulmer Investment Management, Inc.’s full portfolio or all institutional holders of DELL.