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Beese Fulmer Investment Management Reveals Q4 2022 vs. Q1 2023 13F Holdings Comparisons

Ava Hoppe | 1 May, 2023

Beese Fulmer Investment Management has recently published its latest report, outlining the changes in its holdings from Q4 2022 to Q1 2023. The report highlights several notable changes in the firm's portfolio, including increased positions in technology giants Apple and Microsoft, and a decreased position in Johnson & Johnson. In this article, we will analyze the report in detail and provide valuable insights into the market trends.


The 13F filing from Beese Fulmer Investment Management revealed that the firm had increased its position in Apple by 9,373 shares, from 336,349 shares in Q4 2022 to 345,722 shares in Q1 2023. This represents an increase of 2.8%. At the same time, the value of the position increased from $43,701,000 to $57,009,000, a jump of 30.5%. It’s worth noting that Apple has continued to perform well over the past year, with the company reporting strong revenue growth, particularly in its services segment.


Like Apple, Microsoft continues to be a popular choice with investment managers. Beese Fulmer Investment Management increased its Microsoft position Q4 2022 by 630 shares to reach 137,381 shares in Q1 2023. However, this represents a drop of 0.5% from the previous year. The value of the position increased from $32,946,000 to $39,425,000, representing a gain of 19.7%.

Johnson & Johnson

Beese Fulmer Investment Management's Q4 2022 vs. Q1 2023 report showed a decreased position in Johnson & Johnson. The firm's Q4 2022 position was 121,446 shares, which decreased by 930 shares to reach 122,376 shares in Q1 2023. This represents a decrease of 0.8%. Furthermore, the value of the position dropped from $21,453,000 to $18,968,000, representing a decline of 11.6%. Johnson & Johnson has continued to face challenges due to lawsuits over its opioid products and allegations of asbestos contamination in its talc products.

Other Notable Changes

Beese Fulmer Investment Management also showed an increased position in Alphabet Inc. (Google) and decreased positions in Chevron and Procter & Gamble. The firm's position in Alphabet Inc. rose 6.5% from 276,976 shares in Q4 2022 to 294,458 shares in Q1 2023. The position in Chevron fell by 8% to reach 91,568 shares in Q1 2023, while its position in Procter & Gamble fell by 1.1% to reach 118,871 shares.


Beese Fulmer Investment Management's latest filing shows that the firm has made several notable changes to its portfolio. While the firm increased its position in Apple and Alphabet Inc., it decreased its positions in Johnson & Johnson, Chevron, and Procter & Gamble. Overall, the changes to Beese Fulmer Investment Management's holdings reflect the ongoing trends in the market, with technology companies continuing to remain popular. This report should be useful for investors looking to gain insights into market trends and make informed investment decisions.

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