BWA
BEAM icon

Basecamp Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

Basecamp Wealth Advisors’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
-25
Closed -$693 – 2032
2025
Q4 		$693 Buy
+25
New +$638 ﹤0.01% 1568

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Basecamp Wealth Advisors's BEAM Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 25 shares — an estimated $693 sold.

Basecamp Wealth Advisors first reported a position in BEAM in Q4 2025 and held it in 1 quarter. The position peaked at $693 in Q4 2025. 253 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 25 Beam Therapeutics shares in Q1 2026, an estimated $693.
  • Basecamp Wealth Advisors first reported a position in Beam Therapeutics in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Beam Therapeutics position peaked at $693 in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.