IFP Advisors’s Beam Therapeutics BEAM Stock Holding History

IFP 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
2026 Q1	$9.34K	Hold	392	–	–	﹤0.01%	3187
2025 Q4	$10.9K	Hold	392	–	–	﹤0.01%	3024
2025 Q3	$9.51K	Buy	+392	New	+$7.8K	﹤0.01%	2928
2025 Q2	–	Hold	0	–	–	–	2600
2024 Q4	–	Hold	0	–	–	–	3752
2023 Q1	–	Sell	-300	Closed	-$6K	–	3449
2022 Q4	$6K	Sell	300 -313	-51%	-$14K	﹤0.01%	3665
2022 Q3	$13K	Buy	613 +240	+64%	+$13.7K	﹤0.01%	3430
2022 Q2	$9K	Hold	373	–	–	﹤0.01%	3448
2022 Q1	$9K	Buy	373 +342	+1,103%	+$22.4K	﹤0.01%	3448
2021 Q4	$2K	Buy	31 +17	+121%	+$1.46K	﹤0.01%	2745
2021 Q3	$2K	Buy	+14	New	+$1.41K	﹤0.01%	2815

Other funds holding BEAM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

IFP Advisors's BEAM Position: Q1 2026 in Review

IFP Advisors held its Beam Therapeutics (BEAM) position steady in Q1 2026 at 392 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3187.

IFP Advisors first reported a position in BEAM in Q3 2021 and has held it in 9 quarters since. The position peaked at $13K in Q3 2022. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

IFP Advisors held 392 shares of Beam Therapeutics worth $9.34K as of Q1 2026.
IFP Advisors left its Beam Therapeutics share count unchanged in Q1 2026.
Beam Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3187 holding.
IFP Advisors first reported a position in Beam Therapeutics in Q3 2021 and has held it in 9 quarters since.
IFP Advisors's Beam Therapeutics position peaked at $13K in Q3 2022.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.