Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Beam Therapeutics BEAM Stock Holding History

Carson Wealth (CWM LLC)’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 		$104K Buy
4,364
+1,898
+77% +$52.7K ﹤0.01% 3234
2025
Q4 		$68K Buy
2,466
+329
+15% +$8.39K ﹤0.01% 3374
2025
Q3 		$52K Buy
2,137
+96
+5% +$1.91K ﹤0.01% 3495
2025
Q2 		$35K Sell
2,041
-643
-24% -$11.2K ﹤0.01% 3525
2025
Q1 		$52K Buy
2,684
+1,191
+80% +$31.2K ﹤0.01% 2948
2024
Q4 		$37K Buy
1,493
+5
+0.3% +$128 ﹤0.01% 2998
2024
Q3 		$36K Sell
1,488
-27
-2% -$698 ﹤0.01% 2943
2024
Q2 		$35K Sell
1,515
-31
-2% -$761 ﹤0.01% 2715
2024
Q1 		$51K Sell
1,546
-205
-12% -$6.39K ﹤0.01% 2285
2023
Q4 		$48K Sell
1,751
-235
-12% -$5.84K ﹤0.01% 2200
2023
Q3 		$48K Sell
1,986
-25,456
-93% -$682K ﹤0.01% 2083
2023
Q2 		$876K Sell
27,442
-1,145
-4% -$37.2K 0.01% 757
2023
Q1 		$875K Sell
28,587
-1,301
-4% -$51.3K 0.01% 695
2022
Q4 		$1.17M Sell
29,888
-5,859
-16% -$262K 0.01% 569
2022
Q3 		$1.7M Sell
35,747
-1,165
-3% -$66.5K 0.01% 442
2022
Q2 		$1.43M Buy
36,912
+36,894
+204,967% +$1.47M 0.01% 466
2022
Q1 		$1K Buy
+18
New +$1.18K ﹤0.01% 3298

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

Carson Wealth (CWM LLC)'s BEAM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Beam Therapeutics (BEAM) stake by 77% in Q1 2026, buying an estimated $52.7K and bringing the position to 4,364 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Carson Wealth (CWM LLC) first reported a position in BEAM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q3 2022. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,364 shares of Beam Therapeutics worth $104K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,898 Beam Therapeutics shares in Q1 2026, an estimated $52.7K.
  • Beam Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3234 holding.
  • Carson Wealth (CWM LLC) first reported a position in Beam Therapeutics in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Beam Therapeutics position peaked at $1.7M in Q3 2022.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.