Covestor
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Covestor’s Beam Therapeutics BEAM Stock Holding History

Covestor’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
Q3 		$45K Sell
1,822
-407
-18% -$11.3K 0.03% 783
2026
Q2 		$76K Sell
2,229
-436
-16% -$13.2K 0.04% 524
2026
Q1 		$63K Buy
2,665
+2,264
+565% +$62.8K 0.04% 553
2025
Q4 		$11K Hold
401
– – 0.01% 1511
2025
Q3 		$10K Hold
401
– – 0.01% 1587
2025
Q2 		$7K Sell
401
-1
-0.2% -$17 ﹤0.01% 1697
2025
Q1 		$8K Buy
402
+1
+0.2% +$26 0.01% 1605
2024
Q4 		$10K Buy
401
+1
+0.3% +$26 0.01% 1519
2024
Q3 		$10K Hold
400
– – 0.01% 1542
2024
Q2 		$9K Buy
400
+2
+0.5% +$49 0.01% 1587
2024
Q1 		$13K Sell
398
-1
-0.3% -$31 0.01% 1368
2023
Q4 		$11K Buy
399
+222
+125% +$5.51K 0.01% 1466
2023
Q3 		$4K Sell
177
-1
-0.6% -$27 ﹤0.01% 1735
2023
Q2 		$6K Sell
178
-1
-0.6% -$32 ﹤0.01% 1667
2023
Q1 		$5K Hold
179
– – ﹤0.01% 1548
2022
Q4 		$7K Buy
179
+66
+58% +$2.96K 0.01% 1457
2022
Q3 		$5K Buy
113
+107
+1,783% +$6.1K ﹤0.01% 1475
2022
Q2 		$0 Sell
6
-118
-95% -$4.69K ﹤0.01% 1911
2022
Q1 		$7K Buy
124
+50
+68% +$3.28K ﹤0.01% 1401
2021
Q4 		$6K Buy
+74
New +$6.34K 0.01% 1206

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's BEAM Position: Q3 2026 in Review

Covestor reduced its Beam Therapeutics (BEAM) stake by 18% in Q3 2026, selling an estimated $11.3K and leaving 1,822 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #783.

Covestor first reported a position in BEAM in Q4 2021 and has held it in 20 quarters since. The position peaked at $76K in Q2 2026. 191 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Covestor held 1,822 shares of Beam Therapeutics worth $45K as of Q3 2026.
  • Covestor sold 407 Beam Therapeutics shares in Q3 2026, an estimated $11.3K.
  • Beam Therapeutics made up 0.03% of Covestor's portfolio in Q3 2026, its #783 holding.
  • Covestor first reported a position in Beam Therapeutics in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Beam Therapeutics position peaked at $76K in Q2 2026.
  • 191 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.