Larson Financial Group’s Beam Therapeutics BEAM Stock Holding History

Larson Financial Group’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	$53K	Sell	2,225 -12	-0.5%	-$333	﹤0.01%	1320
2025 Q4	$62K	Buy	2,237 +270	+14%	+$6.89K	﹤0.01%	1136
2025 Q3	$47.7K	Buy	1,967 +1,923	+4,370%	+$38.3K	﹤0.01%	1182
2025 Q2	$748	Buy	44 +14	+47%	+$244	﹤0.01%	2740
2025 Q1	$586	Hold	30	–	–	﹤0.01%	2529
2024 Q4	$744	Sell	30 -43	-59%	-$1.1K	﹤0.01%	2107
2024 Q3	$1.79K	Buy	73 +43	+143%	+$1.11K	﹤0.01%	1877
2024 Q2	$703	Hold	30	–	–	﹤0.01%	1773
2024 Q1	$991	Buy	30 +20	+200%	+$623	﹤0.01%	1451
2023 Q4	$272	Hold	10	–	–	﹤0.01%	1631
2023 Q3	$241	Hold	10	–	–	﹤0.01%	1624
2023 Q2	$319	Hold	10	–	–	﹤0.01%	1478
2023 Q1	$306	Hold	10	–	–	﹤0.01%	1444
2022 Q4	$391	Hold	10	–	–	﹤0.01%	1392
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1298
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1192
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	953
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	995
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	811
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	749
2021 Q1	$1K	Buy	+10	New	+$951	﹤0.01%	745

Other funds holding BEAM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Larson Financial Group's BEAM Position: Q1 2026 in Review

Larson Financial Group reduced its Beam Therapeutics (BEAM) stake by 0.54% in Q1 2026, selling an estimated $333 and leaving 2,225 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Larson Financial Group first reported a position in BEAM in Q1 2021 and has held it in 21 quarters since. The position peaked at $62K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

Larson Financial Group held 2,225 shares of Beam Therapeutics worth $53K as of Q1 2026.
Larson Financial Group sold 12 Beam Therapeutics shares in Q1 2026, an estimated $333.
Beam Therapeutics made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1320 holding.
Larson Financial Group first reported a position in Beam Therapeutics in Q1 2021 and has held it in 21 quarters since.
Larson Financial Group's Beam Therapeutics position peaked at $62K in Q4 2025.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

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