SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / MA

Beese Fulmer Investment Management, Inc.’s Mastercard Incorporated Position

Does Beese Fulmer Investment Management, Inc. own Mastercard Incorporated (MA)? Yes — 66.4K shares worth $33M (+2.12% of its 13F portfolio) as of Q1 2026, down from 67.1K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
66.4K
% of Portfolio
+2.12%
Quarters Held
30
currently held

Position History MA

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $19MQ2 ’19: $21MQ3 ’19: $21MQ4 ’19: $23MQ4 ’19Q1 ’20: $18MQ2 ’20: $22MQ3 ’20: $25MQ4 ’20: $26MQ4 ’20Q1 ’21: $26MQ2 ’21: $26MQ3 ’21: $25MQ4 ’21: $25MQ4 ’21Q1 ’22: $25MQ2 ’22: $22MQ3 ’22: $20MQ4 ’22: $25MQ4 ’22Q1 ’23: $26MQ2 ’23: $28MQ3 ’23: $28MQ4 ’23: $30MQ4 ’23Q1 ’24: $33MQ2 ’24: $31MQ3 ’24: $34MQ4 ’24: $36MQ4 ’24Q1 ’25: $37MQ2 ’25: $38MQ3 ’25: $38MQ4 ’25: $38MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.4K$33M+2.12%
Q4 202567.1K$38M+2.49%
Q3 202566.4K$38M+2.61%
Q2 202567.0K$38M+2.81%
Q1 202567.5K$37M+3.19%
Q4 202467.7K$36M+3.04%
Q3 202468.5K$34M+2.91%
Q2 202469.2K$31M+2.78%
Q1 202469.0K$33M+3.13%
Q4 202369.7K$30M+3.08%
Q3 202369.7K$28M+3.11%
Q2 202370.3K$28M+2.99%
Q1 202371.1K$26M+2.95%
Q4 202271.1K$25M+2.98%
Q3 202270.4K$20M+2.69%
Q2 202270.5K$22M+2.85%
Q1 202271.3K$25M+2.76%
Q4 202170.4K$25M+2.63%
Q3 202170.8K$25M+2.77%
Q2 202170.9K$26M+2.93%
Q1 202171.7K$26M+3.07%
Q4 202073.1K$26M+3.33%
Q3 202073.9K$25M+3.54%
Q2 202074.1K$22M+3.23%
Q1 202075.2K$18M+3.22%
Q4 201976.3K$23M+3.19%
Q3 201977.5K$21M+3.16%
Q2 201978.0K$21M+3.91%
Q1 201979.2K$19M+3.68%
Q4 201880.1K$15M+3.40%

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 MA.