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Institute for Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Institute for 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
2026
Q2 		$3.82K Buy
+111
New +$3.35K ﹤0.01% 1498
2021
Q3 		– Sell
-2,600
Closed -$335K – 487
2021
Q2 		$335K Buy
+2,600
New +$207K 0.06% 343

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ARK Investment Management
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 $3.38T AUM 44.17% 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
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Institute for Wealth Management's BEAM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 111 shares worth $3.82K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BEAM as recently as Q2 2021.

Institute for Wealth Management first reported a position in BEAM in Q2 2021 and has held it in 2 quarters since. The position peaked at $335K in Q2 2021. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Institute for Wealth Management held 111 shares of Beam Therapeutics worth $3.82K as of Q2 2026.
  • Beam Therapeutics was a new Institute for Wealth Management position in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1498 holding.
  • Institute for Wealth Management first reported a position in Beam Therapeutics in Q2 2021 and has held it in 2 quarters since.
  • Institute for Wealth Management's Beam Therapeutics position peaked at $335K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.