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Abich Financial Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$340 Buy
+14
New +$279 ﹤0.01% 633
2024
Q3 		$4.58K Buy
187
+113
+153% +$2.92K 0.01% 265
2024
Q2 		$1.73K Buy
74
+56
+311% +$1.38K ﹤0.01% 510
2024
Q1 		$595 Buy
18
+4
+29% +$125 ﹤0.01% 423
2023
Q4 		$381 Buy
+14
New +$348 ﹤0.01% 417

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Abich Financial Wealth Management's BEAM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Beam Therapeutics (BEAM) in Q3 2025: 14 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in BEAM as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in BEAM in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.58K in Q3 2024. 218 funds tracked by Wall St. Rank hold BEAM as of Q3 2025.

  • Abich Financial Wealth Management held 14 shares of Beam Therapeutics worth $340 as of Q3 2025.
  • Beam Therapeutics was a new Abich Financial Wealth Management position in Q3 2025.
  • Beam Therapeutics made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #633 holding.
  • Abich Financial Wealth Management first reported a position in Beam Therapeutics in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's Beam Therapeutics position peaked at $4.58K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.