Beaird Harris Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Beaird Harris 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	–	Sell	-106	Closed	-$2.53K	–	712
2026 Q1	$2.53K	Hold	106	–	–	﹤0.01%	472
2025 Q4	$2.94K	Hold	106	–	–	﹤0.01%	494
2025 Q3	$2.57K	Hold	106	–	–	﹤0.01%	491
2025 Q2	$1.8K	Hold	106	–	–	﹤0.01%	506
2025 Q1	$2.07K	Hold	106	–	–	﹤0.01%	440
2024 Q4	$2.63K	Hold	106	–	–	﹤0.01%	411
2024 Q3	$2.6K	Hold	106	–	–	﹤0.01%	412
2024 Q2	$2.48K	Hold	106	–	–	﹤0.01%	507
2024 Q1	$3.5K	Hold	106	–	–	﹤0.01%	423
2023 Q4	$2.89K	Hold	106	–	–	﹤0.01%	429
2023 Q3	$2.55K	Sell	106 -105	-50%	-$2.81K	﹤0.01%	344
2023 Q2	$6.74K	Hold	211	–	–	﹤0.01%	295
2023 Q1	$6.46K	Hold	211	–	–	﹤0.01%	300
2022 Q4	$8.25K	Hold	211	–	–	﹤0.01%	347
2022 Q3	$10K	Hold	211	–	–	﹤0.01%	277
2022 Q2	$8K	Hold	211	–	–	﹤0.01%	259
2022 Q1	$12K	Hold	211	–	–	﹤0.01%	302
2021 Q4	$17K	Buy	+211	New	+$18.1K	0.01%	337

Other funds holding BEAM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

Beaird Harris Wealth Management's BEAM Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Beam Therapeutics (BEAM) in Q2 2026, closing a stake of 106 shares — an estimated $2.53K sold.

Beaird Harris Wealth Management first reported a position in BEAM in Q4 2021 and held it in 18 quarters. The position peaked at $17K in Q4 2021. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Beaird Harris Wealth Management reported no remaining Beam Therapeutics position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 106 Beam Therapeutics shares in Q2 2026, an estimated $2.53K.
Beaird Harris Wealth Management first reported a position in Beam Therapeutics in Q4 2021 and held it in 18 quarters.
Beaird Harris Wealth Management's Beam Therapeutics position peaked at $17K in Q4 2021.
278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.