SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / META

Beese Fulmer Investment Management, Inc.’s Meta Platforms Inc Position

Does Beese Fulmer Investment Management, Inc. own Meta Platforms Inc (META)? Yes37.1K shares worth $21M (+1.36% of its 13F portfolio) as of Q1 2026, down from 72.3K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
37.1K
% of Portfolio
+1.36%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $9MQ2 ’20: $13MQ3 ’20: $15MQ4 ’20: $15MQ4 ’20Q1 ’21: $16MQ2 ’21: $19MQ3 ’21: $18MQ4 ’21: $18MQ4 ’21Q1 ’22: $12MQ2 ’22: $9MQ3 ’22: $7MQ4 ’22: $6MQ4 ’22Q1 ’23: $10MQ2 ’23: $13MQ3 ’23: $14MQ4 ’23: $16MQ4 ’23Q1 ’24: $16MQ2 ’24: $17MQ3 ’24: $20MQ4 ’24: $20MQ4 ’24Q1 ’25: $20MQ2 ’25: $26MQ3 ’25: $26MQ4 ’25: $24MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.1K$21M+1.36%
Q4 202572.3K$24M+1.55%
Q3 202534.9K$26M+1.77%
Q2 202535.1K$26M+1.93%
Q1 202535.0K$20M+1.74%
Q4 202434.7K$20M+1.73%
Q3 202434.5K$20M+1.70%
Q2 202434.1K$17M+1.57%
Q1 202433.5K$16M+1.53%
Q4 202345.3K$16M+1.66%
Q3 202345.8K$14M+1.55%
Q2 202346.9K$13M+1.45%
Q1 202347.4K$10M+1.15%
Q4 202248.7K$6M+0.71%
Q3 202254.6K$7M+1.00%
Q2 202255.4K$9M+1.14%
Q1 202255.6K$12M+1.34%
Q4 202154.4K$18M+1.90%
Q3 202154.1K$18M+2.07%
Q2 202154.2K$19M+2.13%
Q1 202154.9K$16M+1.94%
Q4 202056.0K$15M+1.96%
Q3 202057.0K$15M+2.11%
Q2 202057.0K$13M+1.91%
Q1 202055.3K$9M+1.64%
Q4 201955.3K$11M+1.59%
Q3 201954.6K$10M+1.46%
Q2 201953.8K$10M+1.97%
Q1 201953.7K$9M+1.77%
Q4 201853.0K$7M+1.56%

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 META.