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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

BFS

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 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. 14 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.
14 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.