Creative Planning
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Creative Planning’s Beam Therapeutics BEAM Stock Holding History

Creative 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
Q1 		$401K Buy
+16,824
New +$467K ﹤0.01% 3195
2025
Q2 		– Sell
-11,387
Closed -$222K – 3690
2025
Q1 		$222K Sell
11,387
-2,413
-17% -$63.2K ﹤0.01% 2980
2024
Q4 		$342K Buy
13,800
+1,854
+16% +$47.3K ﹤0.01% 2550
2024
Q3 		$293K Buy
11,946
+2,424
+25% +$62.6K ﹤0.01% 2540
2024
Q2 		$223K Sell
9,522
-2,539
-21% -$62.4K ﹤0.01% 2595
2024
Q1 		$398K Buy
+12,061
New +$376K ﹤0.01% 2031

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

Creative Planning's BEAM Position: Q1 2026 in Review

Creative Planning opened a new position in Beam Therapeutics (BEAM) in Q1 2026: 16,824 shares worth $401K. The stake represents ﹤0.01% of the portfolio and ranks #3195 among its holdings. This is a return to the name: Creative Planning previously reported a position in BEAM as recently as Q1 2025.

Creative Planning first reported a position in BEAM in Q1 2024 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Creative Planning held 16,824 shares of Beam Therapeutics worth $401K as of Q1 2026.
  • Beam Therapeutics was a new Creative Planning position in Q1 2026.
  • Beam Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3195 holding.
  • Creative Planning first reported a position in Beam Therapeutics in Q1 2024 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.