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Legacy Wealth Management (Idaho)’s Beam Therapeutics BEAM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-4
Closed -$111 – 1044
2025
Q4 		$111 Buy
+4
New +$102 ﹤0.01% 890
2025
Q2 		– Sell
-115
Closed -$2.25K – 759
2025
Q1 		$2.25K Hold
115
– – ﹤0.01% 522
2024
Q4 		$3.15K Hold
115
– – ﹤0.01% 441
2024
Q3 		$3.16K Buy
+115
New +$2.97K ﹤0.01% 438

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

Legacy Wealth Management (Idaho)'s BEAM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 4 shares — an estimated $111 sold.

Legacy Wealth Management (Idaho) first reported a position in BEAM in Q3 2024 and held it in 4 quarters. The position peaked at $3.16K in Q3 2024. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 Beam Therapeutics shares in Q1 2026, an estimated $111.
  • Legacy Wealth Management (Idaho) first reported a position in Beam Therapeutics in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Beam Therapeutics position peaked at $3.16K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.