Superior Planning, LLC’s Beam Therapeutics BEAM Stock Holding History

Superior Planning, LLC’s Portfolio BEAM Stock Details BEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.49K	Buy	+61	New	+$1.7K	﹤0.01%	1656

Other funds holding BEAM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's BEAM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Beam Therapeutics (BEAM) in Q3 2026: 61 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings.

148 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

Superior Planning, LLC held 61 shares of Beam Therapeutics worth $1.49K as of Q3 2026.
Beam Therapeutics was a new Superior Planning, LLC position in Q3 2026.
Beam Therapeutics made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1656 holding.
148 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.