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 Q2	$688K	Hold	20,060	–	–	0.13%	134
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

HeadInvest LLC's BEAM Position: Q2 2026 in Review

HeadInvest LLC held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 20,060 shares worth $688K. The position accounts for 0.13% of the portfolio, ranked #134.

HeadInvest LLC first reported a position in BEAM in Q3 2023 and has held it in 5 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

HeadInvest LLC held 20,060 shares of Beam Therapeutics worth $688K as of Q2 2026.
HeadInvest LLC left its Beam Therapeutics share count unchanged in Q2 2026.
Beam Therapeutics made up 0.13% of HeadInvest LLC's portfolio in Q2 2026, its #134 holding.
HeadInvest LLC first reported a position in Beam Therapeutics in Q3 2023 and has held it in 5 quarters since.
277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.