IA
BEAM icon

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
Q2 		$24.8K Buy
724
+332
+85% +$10K ﹤0.01% 2842
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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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

IFP Advisors's BEAM Position: Q2 2026 in Review

IFP Advisors increased its Beam Therapeutics (BEAM) stake by 85% in Q2 2026, buying an estimated $10K and bringing the position to 724 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

IFP Advisors first reported a position in BEAM in Q3 2021 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • IFP Advisors held 724 shares of Beam Therapeutics worth $24.8K as of Q2 2026.
  • IFP Advisors bought 332 Beam Therapeutics shares in Q2 2026, an estimated $10K.
  • Beam Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2842 holding.
  • IFP Advisors first reported a position in Beam Therapeutics in Q3 2021 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.