BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in ZM — Zoom Communications, Inc.
CIK 911274
CANTON, OH
Position in ZM
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$204,351
-$205,353 QoQ
Shares Held
2,542
-46.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $6,092,207 across 10 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
13,470 | $3,016,606 | |
| 2 | SNOW |
Snowflake Inc.
|
1,863 | $474,133 | |
| 3 | TEAM |
Atlassian Corp
|
6,062 | $471,562 | |
| 4 | CRM |
Salesforce, Inc.
|
2,709 | $424,391 | |
| 5 | ROP |
Roper Technologies Inc
|
1,066 | $360,723 | |
| 6 | PAYX |
Paychex Inc
|
3,526 | $346,711 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,679 | $326,431 | |
| 8 | ADBE |
Adobe Inc.
|
1,173 | $240,488 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,351 | 2,542 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $409,704 | 4,748 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||