BEI
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Benjamin Edwards Inc’s Beam Therapeutics BEAM Stock Holding History

Benjamin Edwards Inc’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 		$754K Sell
31,652
-4,150
-12% -$115K 0.01% 852
2025
Q4 		$992K Buy
35,802
+3,074
+9% +$78.4K 0.01% 717
2025
Q3 		$794K Buy
32,728
+1,072
+3% +$21.3K 0.01% 773
2025
Q2 		$538K Buy
31,656
+5,342
+20% +$93K 0.01% 830
2025
Q1 		$514K Buy
26,314
+1,956
+8% +$51.2K 0.01% 769
2024
Q4 		$604K Buy
24,358
+8,043
+49% +$205K 0.01% 769
2024
Q3 		$400K Buy
16,315
+16,168
+10,999% +$418K 0.01% 873
2024
Q2 		$3K Sell
147
-91
-38% -$2.23K ﹤0.01% 655
2024
Q1 		$8K Buy
238
+7
+3% +$218 ﹤0.01% 649
2023
Q4 		$6K Buy
231
+14
+6% +$348 ﹤0.01% 600
2023
Q3 		$5K Buy
217
+56
+35% +$1.5K ﹤0.01% 598
2023
Q2 		$5K Buy
161
+106
+193% +$3.44K ﹤0.01% 606
2023
Q1 		$2K Buy
55
+36
+189% +$1.42K ﹤0.01% 658
2022
Q4 		$1K Buy
+19
New +$851 ﹤0.01% 698

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return