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HeadInvest LLC’s Beam Therapeutics BEAM Stock Holding History

HeadInvest LLC’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 		$478K Hold
20,060
– – 0.1% 148
2025
Q4 		$556K Buy
20,060
+1,500
+8% +$38.3K 0.11% 142
2025
Q3 		$450K Buy
+18,560
New +$369K 0.09% 152
2023
Q4 		– Sell
-160
Closed -$3.44K – 271
2023
Q3 		$3.44K Buy
+160
New +$4.29K ﹤0.01% 643

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

HeadInvest LLC's BEAM Position: Q1 2026 in Review

HeadInvest LLC held its Beam Therapeutics (BEAM) position steady in Q1 2026 at 20,060 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #148.

HeadInvest LLC first reported a position in BEAM in Q3 2023 and has held it in 4 quarters since. The position peaked at $556K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • HeadInvest LLC held 20,060 shares of Beam Therapeutics worth $478K as of Q1 2026.
  • HeadInvest LLC left its Beam Therapeutics share count unchanged in Q1 2026.
  • Beam Therapeutics made up 0.1% of HeadInvest LLC's portfolio in Q1 2026, its #148 holding.
  • HeadInvest LLC first reported a position in Beam Therapeutics in Q3 2023 and has held it in 4 quarters since.
  • HeadInvest LLC's Beam Therapeutics position peaked at $556K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.