SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / DIS

Beese Fulmer Investment Management, Inc.’s Disney Walt Co Position

Does Beese Fulmer Investment Management, Inc. own Disney Walt Co (DIS)? Yes133.1K shares worth $13M (+0.82% of its 13F portfolio) as of Q1 2026, down from 270.3K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
133.1K
% of Portfolio
+0.82%
Quarters Held
30
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $13MQ2 ’19: $16MQ3 ’19: $17MQ4 ’19: $19MQ4 ’19Q1 ’20: $13MQ2 ’20: $14MQ3 ’20: $16MQ4 ’20: $23MQ4 ’20Q1 ’21: $23MQ2 ’21: $21MQ3 ’21: $21MQ4 ’21: $19MQ4 ’21Q1 ’22: $17MQ2 ’22: $11MQ3 ’22: $13MQ4 ’22: $12MQ4 ’22Q1 ’23: $15MQ2 ’23: $12MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $16MQ2 ’24: $13MQ3 ’24: $12MQ4 ’24: $14MQ4 ’24Q1 ’25: $13MQ2 ’25: $16MQ3 ’25: $15MQ4 ’25: $15MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026133.1K$13M+0.82%
Q4 2025270.3K$15M+1.01%
Q3 2025132.9K$15M+1.05%
Q2 2025131.4K$16M+1.21%
Q1 2025129.2K$13M+1.10%
Q4 2024127.2K$14M+1.21%
Q3 2024126.6K$12M+1.05%
Q2 2024128.2K$13M+1.16%
Q1 2024128.3K$16M+1.48%
Q4 2023128.2K$12M+1.20%
Q3 2023133.4K$11M+1.22%
Q2 2023136.3K$12M+1.32%
Q1 2023147.3K$15M+1.68%
Q4 2022142.9K$12M+1.49%
Q3 2022139.6K$13M+1.77%
Q2 2022119.3K$11M+1.44%
Q1 2022122.5K$17M+1.82%
Q4 2021122.9K$19M+1.98%
Q3 2021122.7K$21M+2.34%
Q2 2021122.3K$21M+2.43%
Q1 2021123.6K$23M+2.74%
Q4 2020125.4K$23M+2.90%
Q3 2020126.1K$16M+2.22%
Q2 2020129.1K$14M+2.12%
Q1 2020129.9K$13M+2.23%
Q4 2019129.0K$19M+2.61%
Q3 2019129.3K$17M+2.53%
Q2 2019114.5K$16M+3.03%
Q1 2019113.5K$13M+2.49%
Q4 2018111.2K$12M+2.74%

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 DIS.