APW
BEAM icon

Atlantic Private Wealth’s Beam Therapeutics BEAM Stock Holding History

Atlantic Private Wealth’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
Q1 		$238 Hold
10
– – ﹤0.01% 307
2025
Q4 		$277 Buy
+10
New +$255 ﹤0.01% 368

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $154B AUM 29.96% 1-Year Est. Return

Atlantic Private Wealth's BEAM Position: Q1 2026 in Review

Atlantic Private Wealth held its Beam Therapeutics (BEAM) position steady in Q1 2026 at 10 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Atlantic Private Wealth first reported a position in BEAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $277 in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Atlantic Private Wealth held 10 shares of Beam Therapeutics worth $238 as of Q1 2026.
  • Atlantic Private Wealth left its Beam Therapeutics share count unchanged in Q1 2026.
  • Beam Therapeutics made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #307 holding.
  • Atlantic Private Wealth first reported a position in Beam Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • Atlantic Private Wealth's Beam Therapeutics position peaked at $277 in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.