SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / MSFT

Beese Fulmer Investment Management, Inc.’s Microsoft Corp Position

Does Beese Fulmer Investment Management, Inc. own Microsoft Corp (MSFT)? Yes — 143.5K shares worth $53M (+3.40% of its 13F portfolio) as of Q1 2026, up from 142.6K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
143.5K
% of Portfolio
+3.40%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $17MQ3 ’19: $22MQ4 ’19: $25MQ4 ’19Q1 ’20: $24MQ2 ’20: $31MQ3 ’20: $31MQ4 ’20: $32MQ4 ’20Q1 ’21: $34MQ2 ’21: $39MQ3 ’21: $40MQ4 ’21: $48MQ4 ’21Q1 ’22: $43MQ2 ’22: $36MQ3 ’22: $32MQ4 ’22: $33MQ4 ’22Q1 ’23: $39MQ2 ’23: $45MQ3 ’23: $42MQ4 ’23: $49MQ4 ’23Q1 ’24: $55MQ2 ’24: $59MQ3 ’24: $57MQ4 ’24: $56MQ4 ’24Q1 ’25: $50MQ2 ’25: $70MQ3 ’25: $73MQ4 ’25: $69MQ4 ’25Q1 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026143.5K$53M+3.40%
Q4 2025142.6K$69M+4.49%
Q3 2025140.7K$73M+5.04%
Q2 2025140.6K$70M+5.21%
Q1 2025134.4K$50M+4.34%
Q4 2024132.4K$56M+4.76%
Q3 2024132.0K$57M+4.88%
Q2 2024131.7K$59M+5.36%
Q1 2024130.3K$55M+5.16%
Q4 2023130.5K$49M+5.08%
Q3 2023131.4K$42M+4.68%
Q2 2023133.4K$45M+4.91%
Q1 2023136.8K$39M+4.50%
Q4 2022137.4K$33M+3.97%
Q3 2022136.3K$32M+4.27%
Q2 2022139.3K$36M+4.58%
Q1 2022139.2K$43M+4.65%
Q4 2021142.9K$48M+5.00%
Q3 2021143.5K$40M+4.55%
Q2 2021143.3K$39M+4.39%
Q1 2021143.4K$34M+4.06%
Q4 2020145.2K$32M+4.13%
Q3 2020147.1K$31M+4.38%
Q2 2020152.0K$31M+4.56%
Q1 2020154.2K$24M+4.31%
Q4 2019157.0K$25M+3.47%
Q3 2019156.6K$22M+3.27%
Q2 2019126.6K$17M+3.21%
Q1 2019127.6K$15M+2.97%
Q4 2018128.3K$13M+2.93%

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 MSFT.