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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
Q2 		$343 Hold
10
– – ﹤0.01% 283
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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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

Atlantic Private Wealth's BEAM Position: Q2 2026 in Review

Atlantic Private Wealth held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 10 shares worth $343. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Atlantic Private Wealth first reported a position in BEAM in Q4 2025 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Atlantic Private Wealth held 10 shares of Beam Therapeutics worth $343 as of Q2 2026.
  • Atlantic Private Wealth left its Beam Therapeutics share count unchanged in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #283 holding.
  • Atlantic Private Wealth first reported a position in Beam Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.