IMA Advisory Services’s Beam Therapeutics BEAM Stock Holding History

IMA Advisory Services’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	$3.57K	Buy	104 +32	+44%	+$966	﹤0.01%	988
2026 Q1	$1.72K	Buy	+72	New	+$2K	﹤0.01%	684

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 $3.37T AUM 44.26% 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

IMA Advisory Services's BEAM Position: Q2 2026 in Review

IMA Advisory Services increased its Beam Therapeutics (BEAM) stake by 44% in Q2 2026, buying an estimated $966 and bringing the position to 104 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

IMA Advisory Services first reported a position in BEAM in Q1 2026 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

IMA Advisory Services held 104 shares of Beam Therapeutics worth $3.57K as of Q2 2026.
IMA Advisory Services bought 32 Beam Therapeutics shares in Q2 2026, an estimated $966.
Beam Therapeutics made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #988 holding.
IMA Advisory Services first reported a position in Beam Therapeutics in Q1 2026 and has held it in 2 quarters since.
278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.