Fidelity Investments
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Fidelity Investments’s Beam Global BEEM Stock Holding History

Fidelity Investments’s Portfolio BEEM Stock Details BEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-800
Closed -$2.3K – 5434
2025
Q3 		$2.3K Buy
+800
New +$1.94K ﹤0.01% 4918
2024
Q3 		– Sell
-39
Closed -$180 – 5501
2024
Q2 		$180 Sell
39
-5,157
-99% -$30.7K ﹤0.01% 4929
2024
Q1 		$35.3K Sell
5,196
-3,411
-40% -$23.2K ﹤0.01% 3758
2023
Q4 		$61K Buy
8,607
+3,860
+81% +$24.2K ﹤0.01% 3433
2023
Q3 		$35K Buy
4,747
+1,912
+67% +$17.9K ﹤0.01% 3524
2023
Q2 		$29.3K Buy
2,835
+834
+42% +$9.13K ﹤0.01% 3684
2023
Q1 		$31.8K Buy
2,001
+1,932
+2,800% +$31.9K ﹤0.01% 3637
2022
Q4 		$1.21K Sell
69
-1,775
-96% -$26.6K ﹤0.01% 4614
2022
Q3 		$22K Sell
1,844
-8,536
-82% -$123K ﹤0.01% 3800
2022
Q2 		$161K Sell
10,380
-5,575
-35% -$96K ﹤0.01% 3184
2022
Q1 		$326K Buy
+15,955
New +$233K ﹤0.01% 3117
2021
Q2 		– Sell
-3
Closed – – 4238
2021
Q1 		$0 Buy
+3
New +$158 ﹤0.01% 3977

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Fidelity Investments's BEEM Position: Q4 2025 in Review

Fidelity Investments sold out of Beam Global (BEEM) in Q4 2025, closing a stake of 800 shares — an estimated $2.3K sold.

Fidelity Investments first reported a position in BEEM in Q1 2021 and held it in 12 quarters. The position peaked at $326K in Q1 2022. 40 funds tracked by Wall St. Rank hold BEEM as of Q4 2025.

  • Fidelity Investments reported no remaining Beam Global position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 800 Beam Global shares in Q4 2025, an estimated $2.3K.
  • Fidelity Investments first reported a position in Beam Global in Q1 2021 and held it in 12 quarters.
  • Fidelity Investments's Beam Global position peaked at $326K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Beam Global as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.