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Gallagher Fiduciary Advisors’s Beam Therapeutics BEAM Stock Holding History

Gallagher Fiduciary Advisors’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
2025
Q3 		– Sell
-11,735
Closed -$200K – 311
2025
Q2 		$200K Buy
+11,735
New +$204K 0.01% 308
2025
Q1 		– Sell
-9,220
Closed -$229K – 308
2024
Q4 		$229K Buy
+9,220
New +$235K 0.04% 264

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Gallagher Fiduciary Advisors's BEAM Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of Beam Therapeutics (BEAM) in Q3 2025, closing a stake of 11,735 shares — an estimated $200K sold.

Gallagher Fiduciary Advisors first reported a position in BEAM in Q4 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 219 funds tracked by Wall St. Rank hold BEAM as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining Beam Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 11,735 Beam Therapeutics shares in Q3 2025, an estimated $200K.
  • Gallagher Fiduciary Advisors first reported a position in Beam Therapeutics in Q4 2024 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's Beam Therapeutics position peaked at $229K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.