Commonwealth Equity Services
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Commonwealth Equity Services’s Beam Therapeutics BEAM Stock Holding History

Commonwealth Equity Services’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
-7,495
Closed -$208K – 4318
2025
Q4 		$208K Buy
+7,495
New +$191K ﹤0.01% 3956
2024
Q2 		– Sell
-11,864
Closed -$392K – 4053
2024
Q1 		$392K Buy
+11,864
New +$370K ﹤0.01% 3031
2023
Q4 		– Sell
-9,812
Closed -$236K – 3914
2023
Q3 		$236K Buy
9,812
+1,030
+12% +$27.6K ﹤0.01% 3230
2023
Q2 		$280K Buy
8,782
+913
+12% +$29.6K ﹤0.01% 3112
2023
Q1 		$240 Buy
+7,869
New +$311K ﹤0.01% 3150
2022
Q4 		– Sell
-5,070
Closed -$241K – 3715
2022
Q3 		$241K Sell
5,070
-1,232
-20% -$70.3K ﹤0.01% 3003
2022
Q2 		$243K Sell
6,302
-1,896
-23% -$75.4K ﹤0.01% 3019
2022
Q1 		$469K Buy
8,198
+1,037
+14% +$68K ﹤0.01% 2575
2021
Q4 		$570K Sell
7,161
-613
-8% -$52.5K ﹤0.01% 2415
2021
Q3 		$676K Buy
7,774
+478
+7% +$48K ﹤0.01% 2242
2021
Q2 		$939K Buy
7,296
+3,567
+96% +$284K ﹤0.01% 1952
2021
Q1 		$298K Buy
3,729
+885
+31% +$84.2K ﹤0.01% 2770
2020
Q4 		$232K Buy
+2,844
New +$140K ﹤0.01% 2797

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

Commonwealth Equity Services's BEAM Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 7,495 shares — an estimated $208K sold.

Commonwealth Equity Services first reported a position in BEAM in Q4 2020 and held it in 13 quarters. The position peaked at $939K in Q2 2021. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 7,495 Beam Therapeutics shares in Q1 2026, an estimated $208K.
  • Commonwealth Equity Services first reported a position in Beam Therapeutics in Q4 2020 and held it in 13 quarters.
  • Commonwealth Equity Services's Beam Therapeutics position peaked at $939K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.