CIBC Private Wealth Group’s Beam Therapeutics BEAM Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$87.2K	Buy	3,144 +1,000	+47%	+$25.5K	﹤0.01%	1581
2025 Q3	$52K	Buy	2,144 +61	+3%	+$1.21K	﹤0.01%	1777
2025 Q2	$35.4K	Buy	2,083 +36	+2%	+$627	﹤0.01%	1800
2025 Q1	$29.8K	Buy	2,047 +66	+3%	+$1.73K	﹤0.01%	1832
2024 Q4	$53.1K	Sell	1,981 -364	-16%	-$9.29K	﹤0.01%	1661
2024 Q3	$57.5K	Buy	2,345 +1,091	+87%	+$28.2K	﹤0.01%	1714
2024 Q2	$29.9K	Buy	1,254 +1,104	+736%	+$27.1K	﹤0.01%	1876
2024 Q1	$4.9K	Buy	+150	New	+$4.67K	﹤0.01%	2511
2021 Q2	–	Sell	-3,020	Closed	-$242K	–	1028
2021 Q1	$242K	Buy	+3,020	New	+$287K	﹤0.01%	955

Other funds holding BEAM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIBC Private Wealth Group's BEAM Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Beam Therapeutics (BEAM) stake by 47% in Q4 2025, buying an estimated $25.5K and bringing the position to 3,144 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

CIBC Private Wealth Group first reported a position in BEAM in Q1 2021 and has held it in 9 quarters since. The position peaked at $242K in Q1 2021. 246 funds tracked by Wall St. Rank hold BEAM as of Q4 2025.

CIBC Private Wealth Group held 3,144 shares of Beam Therapeutics worth $87.2K as of Q4 2025.
CIBC Private Wealth Group bought 1,000 Beam Therapeutics shares in Q4 2025, an estimated $25.5K.
Beam Therapeutics made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1581 holding.
CIBC Private Wealth Group first reported a position in Beam Therapeutics in Q1 2021 and has held it in 9 quarters since.
CIBC Private Wealth Group's Beam Therapeutics position peaked at $242K in Q1 2021.
246 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.