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Center for Financial Planning’s Beam Therapeutics BEAM Stock Holding History

Center for Financial Planning’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 		$1.19K Hold
50
– – ﹤0.01% 601
2025
Q4 		$1.39K Hold
50
– – ﹤0.01% 630
2025
Q3 		$1.21K Hold
50
– – ﹤0.01% 613
2025
Q2 		$851 Hold
50
– – ﹤0.01% 602
2025
Q1 		$977 Hold
50
– – ﹤0.01% 641
2024
Q4 		$1.24K Hold
50
– – ﹤0.01% 582
2024
Q3 		$1.23K Hold
50
– – ﹤0.01% 515
2024
Q2 		$1.17K Hold
50
– – ﹤0.01% 523
2024
Q1 		$1.65K Hold
50
– – ﹤0.01% 532
2023
Q4 		$1.36K Hold
50
– – ﹤0.01% 474
2023
Q3 		$1.2K Hold
50
– – ﹤0.01% 474
2023
Q2 		$1.6K Hold
50
– – ﹤0.01% 506
2023
Q1 		$1.53K Hold
50
– – ﹤0.01% 466
2022
Q4 		$1.96K Hold
50
– – ﹤0.01% 461
2022
Q3 		$2K Hold
50
– – ﹤0.01% 511
2022
Q2 		$2K Hold
50
– – ﹤0.01% 461
2022
Q1 		$3K Hold
50
– – ﹤0.01% 450
2021
Q4 		$4K Buy
+50
New +$4.28K ﹤0.01% 440

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

Center for Financial Planning's BEAM Position: Q1 2026 in Review

Center for Financial Planning held its Beam Therapeutics (BEAM) position steady in Q1 2026 at 50 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Center for Financial Planning first reported a position in BEAM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4K in Q4 2021. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Center for Financial Planning held 50 shares of Beam Therapeutics worth $1.19K as of Q1 2026.
  • Center for Financial Planning left its Beam Therapeutics share count unchanged in Q1 2026.
  • Beam Therapeutics made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #601 holding.
  • Center for Financial Planning first reported a position in Beam Therapeutics in Q4 2021 and has held it in 18 quarters since.
  • Center for Financial Planning's Beam Therapeutics position peaked at $4K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.