Beam Wealth Advisors’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Beam Wealth Advisors’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	382,037 -22,244	-6%	-$624K	2.37%	8
2026 Q1	$11.1M	Buy	404,281 +377,883	+1,431%	+$10.6M	2.77%	6
2025 Q4	$749K	Buy	26,398 +8,208	+45%	+$223K	0.21%	81
2025 Q3	$487K	Buy	+18,190	New	+$477K	0.13%	96

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beam Wealth Advisors's OAKM Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 5.5% in Q2 2026, selling an estimated $624K and leaving 382,037 shares worth $10.8M. The position accounts for 2.37% of the portfolio, ranked #8.

Beam Wealth Advisors first reported a position in OAKM in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.1M in Q1 2026. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

Beam Wealth Advisors held 382,037 shares of Oakmark U.S. Large Cap ETF worth $10.8M as of Q2 2026.
Beam Wealth Advisors sold 22,244 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $624K.
Oakmark U.S. Large Cap ETF made up 2.37% of Beam Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Beam Wealth Advisors first reported a position in Oakmark U.S. Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
Beam Wealth Advisors's Oakmark U.S. Large Cap ETF position peaked at $11.1M in Q1 2026.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

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