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Lloyd Advisory Services’s Beam Therapeutics BEAM Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1
Closed -$18 – 671
2026
Q1 		$18 Buy
+1
New +$28 ﹤0.01% 830

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AIM
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 $3.37T AUM 44.26% 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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Lloyd Advisory Services's BEAM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Beam Therapeutics (BEAM) in Q2 2026, closing a stake of 1 share — an estimated $18 sold.

Lloyd Advisory Services first reported a position in BEAM in Q1 2026 and held it in 1 quarter. The position peaked at $18 in Q1 2026. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Beam Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 Beam Therapeutics share in Q2 2026, an estimated $18.
  • Lloyd Advisory Services first reported a position in Beam Therapeutics in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Beam Therapeutics position peaked at $18 in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.