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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Beam Therapeutics BEAM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$2.88K Hold
84
– – ﹤0.01% 489
2026
Q1 		$2K Hold
84
– – ﹤0.01% 465
2025
Q4 		$2.33K Hold
84
– – ﹤0.01% 471
2025
Q3 		$2.04K Hold
84
– – ﹤0.01% 480
2025
Q2 		$1.43K Buy
84
+42
+100% +$731 ﹤0.01% 446
2025
Q1 		$820 Buy
+42
New +$1.1K ﹤0.01% 445

Other funds holding BEAM

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BEAM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 84 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BEAM in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 84 shares of Beam Therapeutics worth $2.88K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Beam Therapeutics share count unchanged in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #489 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Beam Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.