Axxcess Wealth Management
BEAM icon

Axxcess Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Axxcess 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
2026
Q3 		– Sell
-7,158
Closed -$246K – 1004
2026
Q2 		$246K Buy
+7,158
New +$216K ﹤0.01% 926
2026
Q1 		– Sell
-7,647
Closed -$212K – 437
2025
Q4 		$212K Buy
+7,647
New +$195K ﹤0.01% 974

Other funds holding BEAM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Axxcess Wealth Management's BEAM Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Beam Therapeutics (BEAM) in Q3 2026, closing a stake of 7,158 shares — an estimated $246K sold.

Axxcess Wealth Management first reported a position in BEAM in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q2 2026. 45 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Beam Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,158 Beam Therapeutics shares in Q3 2026, an estimated $246K.
  • Axxcess Wealth Management first reported a position in Beam Therapeutics in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Beam Therapeutics position peaked at $246K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.