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Buck Wealth Strategies’s Beam Therapeutics BEAM Stock Holding History

Buck Wealth Strategies’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
-7,800
Closed -$216K – 170
2025
Q4 		$216K Buy
+7,800
New +$199K 0.03% 164

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

Buck Wealth Strategies's BEAM Position: Q1 2026 in Review

Buck Wealth Strategies sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 7,800 shares — an estimated $216K sold.

Buck Wealth Strategies first reported a position in BEAM in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Buck Wealth Strategies reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Buck Wealth Strategies sold 7,800 Beam Therapeutics shares in Q1 2026, an estimated $216K.
  • Buck Wealth Strategies first reported a position in Beam Therapeutics in Q4 2025 and held it in 1 quarter.
  • Buck Wealth Strategies's Beam Therapeutics position peaked at $216K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.