BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in DELL — Dell Technologies Inc.

CIK 911274 CANTON, OH

Position in DELL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$70,637,768

+$41,719,868 QoQ

Shares Held

163,718

-7.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

4.65%

of 13F equity value

Holder Rank

#151

of 2,109 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $99,149,390 across 5 Computer Hardware names. DELL ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	163,718	$70,637,768
2	ANET	Arista Networks, Inc.	152,264	$25,866,608
3	WDC	Western Digital Corp	2,605	$1,663,865
4	SNDK	Sandisk Corp	280	$636,644
5	STX	Seagate Technology Holdings plc	357	$344,505

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,637,768	163,718	-7.1%	Shares	Sole	2026-07-29
2026-03-31	$28,917,900	176,189	+0.2%	Shares	Sole	2026-04-16
2025-12-31	$22,139,019	175,874	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$24,750,206	174,580	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$21,482,585	175,225	-1.1%	Shares	Sole	2025-08-07
2025-03-31	$16,156,884	177,256	+80.1%	Shares	Sole	2025-04-08
2024-12-31	$11,342,612	98,426	+0.6%	Shares	Sole	2025-01-28
2024-09-30	$11,602,813	97,881	+3.1%	Shares	Sole	2024-10-22
2024-06-30	$13,098,829	94,981	+2.2%	Shares	Sole	2024-07-03
2024-03-31	$10,600,134	92,894	+2374.5%	Shares	Sole	2024-04-08
2023-12-31	$287,181	3,754	-14.9%	Shares	Sole	2024-01-09
2021-12-31	$247,822	4,412	+30.6%	Shares	Sole	2022-01-10
2021-09-30	$351,447	3,378	0.0%	Shares	Sole	2021-10-08
2021-06-30	$336,685	3,378	+13.4%	Shares	Sole	2021-07-08
2021-03-31	$262,510	2,978	+2027.1%	Shares	Sole	2021-04-23
2020-06-30	$7,691	140	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.