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BEESE FULMER INVESTMENT MANAGEMENT, INC.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEESE FULMER INVESTMENT MANAGEMENT, INC. on WMT, newest first. How the timeline and the estimate are built.

BEESE FULMER INVESTMENT MANAGEMENT, INC. held 38,414 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,414 shares
    Change vs previous 13F -1,335 shares

    0.25% of the 13F portfolio, value $4,350,821.

    13F-HR 0000911274-26-000004 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,749 shares
    Change vs previous 13F +4,514 shares

    0.32% of the 13F portfolio, value $4,949,688.

    13F-HR 0000911274-26-000003 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,235 shares
    Change vs previous 13F +7,566 shares

    0.26% of the 13F portfolio, value $3,932,997.

    13F-HR 0000911274-26-000002 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,669 shares
    Change vs previous 13F +2,728 shares

    0.2% of the 13F portfolio, value $2,851,538.

    13F-HR 0000911274-25-000010 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,941 shares
    Change vs previous 13F +1,840 shares

    0.18% of the 13F portfolio, value $2,438,744.

    13F-HR 0000911274-25-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,101 shares
    Change vs previous 13F +2,031 shares

    0.17% of the 13F portfolio, value $2,028,032.

    13F-HR 0000911274-25-000005 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,070 shares
    Change vs previous 13F -1,360 shares

    0.16% of the 13F portfolio, value $1,903,668.

    13F-HR 0000911274-25-000001 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,430 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,811,217.

    13F-HR 0000911274-24-000006 filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).