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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
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

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

Axxcess Wealth Management's BEAM Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 7,158 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BEAM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BEAM in Q4 2025 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Axxcess Wealth Management held 7,158 shares of Beam Therapeutics worth $246K as of Q2 2026.
  • Beam Therapeutics was a new Axxcess Wealth Management position in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #926 holding.
  • Axxcess Wealth Management first reported a position in Beam Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.