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JFS Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

JFS Wealth 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 		$206 Hold
6
– – ﹤0.01% 2144
2026
Q1 		$143 Sell
6
-13
-68% -$361 ﹤0.01% 1835
2025
Q4 		$527 Buy
+19
New +$485 ﹤0.01% 1798
2025
Q2 		– Sell
-14
Closed -$274 – 1880
2025
Q1 		$274 Hold
14
– – ﹤0.01% 1825
2024
Q4 		$348 Hold
14
– – ﹤0.01% 1819
2024
Q3 		$343 Hold
14
– – ﹤0.01% 1839
2024
Q2 		$329 Buy
+14
New +$344 ﹤0.01% 1854

Other funds holding BEAM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

JFS Wealth Advisors's BEAM Position: Q2 2026 in Review

JFS Wealth Advisors held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 6 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

JFS Wealth Advisors first reported a position in BEAM in Q2 2024 and has held it in 7 quarters since. The position peaked at $527 in Q4 2025. 14 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • JFS Wealth Advisors held 6 shares of Beam Therapeutics worth $206 as of Q2 2026.
  • JFS Wealth Advisors left its Beam Therapeutics share count unchanged in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2144 holding.
  • JFS Wealth Advisors first reported a position in Beam Therapeutics in Q2 2024 and has held it in 7 quarters since.
  • JFS Wealth Advisors's Beam Therapeutics position peaked at $527 in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.