HWM
BEAM icon

Hemington Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Hemington Wealth Management’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 		$0 Buy
2
+1
+100% +$20 ﹤0.01% 1537
2025
Q2 		$0 Sell
1
-16
-94% -$279 ﹤0.01% 1515
2025
Q1 		$0 Buy
17
+7
+70% +$183 ﹤0.01% 1518
2024
Q4 		$0 Buy
10
+4
+67% +$102 ﹤0.01% 1552
2024
Q3 		$0 Buy
+6
New +$155 ﹤0.01% 1497

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Farallon Capital Management
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
Nikko Asset Management Americas
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 $3.38T AUM 44.17% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Hemington Wealth Management's BEAM Position: Q3 2025 in Review

Hemington Wealth Management increased its Beam Therapeutics (BEAM) stake by 100% in Q3 2025, buying an estimated $20 and bringing the position to 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Hemington Wealth Management first reported a position in BEAM in Q3 2024 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold BEAM as of Q3 2025.

  • Hemington Wealth Management held 2 shares of Beam Therapeutics worth $0 as of Q3 2025.
  • Hemington Wealth Management bought 1 Beam Therapeutics share in Q3 2025, an estimated $20.
  • Beam Therapeutics made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1537 holding.
  • Hemington Wealth Management first reported a position in Beam Therapeutics in Q3 2024 and has held it in 5 quarters since.
  • 219 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.