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 Q2	$1.72K	Hold	50	–	–	﹤0.01%	593
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Center for Financial Planning's BEAM Position: Q2 2026 in Review

Center for Financial Planning held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 50 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Center for Financial Planning first reported a position in BEAM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q4 2021. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Center for Financial Planning held 50 shares of Beam Therapeutics worth $1.72K as of Q2 2026.
Center for Financial Planning left its Beam Therapeutics share count unchanged in Q2 2026.
Beam Therapeutics made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #593 holding.
Center for Financial Planning first reported a position in Beam Therapeutics in Q4 2021 and has held it in 19 quarters since.
Center for Financial Planning's Beam Therapeutics position peaked at $4K in Q4 2021.
278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.