C
BEAM icon

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
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 $2.3T 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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

Covestor's BEAM Position: Q2 2026 in Review

Covestor reduced its Beam Therapeutics (BEAM) stake by 16% in Q2 2026, selling an estimated $13.2K and leaving 2,229 shares worth $76K. The position accounts for 0.04% of the portfolio, ranked #524.

Covestor first reported a position in BEAM in Q4 2021 and has held it in 19 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Covestor held 2,229 shares of Beam Therapeutics worth $76K as of Q2 2026.
  • Covestor sold 436 Beam Therapeutics shares in Q2 2026, an estimated $13.2K.
  • Beam Therapeutics made up 0.04% of Covestor's portfolio in Q2 2026, its #524 holding.
  • Covestor first reported a position in Beam Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.