Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,671,483
+$278,069 QoQ
Shares Held
7,996
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,158
of 2,723 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,981,222 across 3 Capital Markets names. MS ranks #2 (6.0% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,483 | 7,996 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,393,414 | 8,467 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,471,901 | 8,291 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,391,376 | 8,753 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,231,538 | 8,743 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,020,045 | 8,743 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,220,489 | 9,708 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,011,961 | 9,708 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $943,520 | 9,708 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $914,105 | 9,708 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,013,627 | 10,870 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $896,001 | 10,971 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $936,923 | 10,971 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $963,253 | 10,971 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,058,073 | 12,445 | Shares | Sole | 2023-01-17 | |
| 2020-06-30 | $6,568 | 136 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||