Action Point Financial Planning’s Beam Therapeutics BEAM Stock Holding History

Action Point Financial Planning’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 Q2	$343	Buy	+11	New	+$332	﹤0.01%	2670

Other funds holding BEAM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Action Point Financial Planning's BEAM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 11 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #2670 among its holdings.

275 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Action Point Financial Planning held 11 shares of Beam Therapeutics worth $343 as of Q2 2026.
Beam Therapeutics was a new Action Point Financial Planning position in Q2 2026.
Beam Therapeutics made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2670 holding.
275 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.