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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
Q1 		– Sell
-7,647
Closed -$212K – 437
2025
Q4 		$212K Buy
+7,647
New +$195K ﹤0.01% 974

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

Axxcess Wealth Management's BEAM Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 7,647 shares — an estimated $212K sold.

Axxcess Wealth Management first reported a position in BEAM in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,647 Beam Therapeutics shares in Q1 2026, an estimated $212K.
  • Axxcess Wealth Management first reported a position in Beam Therapeutics in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Beam Therapeutics position peaked at $212K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.