Jones Financial Companies
BEAM icon

Jones Financial Companies’s Beam Therapeutics BEAM Stock Holding History

Jones Financial Companies’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 		$51.2K Buy
2,307
+981
+74% +$27.2K ﹤0.01% 2952
2025
Q4 		$36.8K Buy
1,326
+1,151
+658% +$29.4K ﹤0.01% 2670
2025
Q3 		$4.02K Buy
175
+66
+61% +$1.31K ﹤0.01% 3439
2025
Q2 		$1.83K Buy
109
+49
+82% +$853 ﹤0.01% 3482
2025
Q1 		$1.33K Hold
60
– – ﹤0.01% 3341
2024
Q4 		$1.49K Buy
+60
New +$1.53K ﹤0.01% 3070

Other funds holding BEAM

Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Jones Financial Companies's BEAM Position: Q1 2026 in Review

Jones Financial Companies increased its Beam Therapeutics (BEAM) stake by 74% in Q1 2026, buying an estimated $27.2K and bringing the position to 2,307 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Jones Financial Companies first reported a position in BEAM in Q4 2024 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Jones Financial Companies held 2,307 shares of Beam Therapeutics worth $51.2K as of Q1 2026.
  • Jones Financial Companies bought 981 Beam Therapeutics shares in Q1 2026, an estimated $27.2K.
  • Beam Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2952 holding.
  • Jones Financial Companies first reported a position in Beam Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.