LPL Financial
BEAM icon

LPL Financial’s Beam Therapeutics BEAM Stock Holding History

LPL Financial’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
Q3 		$1.32M Sell
53,809
-2,837
-5% -$79K ﹤0.01% 4246
2026
Q2 		$1.94M Sell
56,646
-10,287
-15% -$311K ﹤0.01% 3771
2026
Q1 		$1.6M Buy
66,933
+11,314
+20% +$314K ﹤0.01% 3713
2025
Q4 		$1.54M Buy
55,619
+11,872
+27% +$303K ﹤0.01% 3635
2025
Q3 		$1.06M Buy
43,747
+7,514
+21% +$149K ﹤0.01% 3943
2025
Q2 		$616K Buy
36,233
+6,776
+23% +$118K ﹤0.01% 4201
2025
Q1 		$575K Buy
29,457
+1,759
+6% +$46.1K ﹤0.01% 4037
2024
Q4 		$687K Buy
27,698
+1,462
+6% +$37.3K ﹤0.01% 3814
2024
Q3 		$643K Sell
26,236
-196
-0.7% -$5.06K ﹤0.01% 3785
2024
Q2 		$619K Buy
26,432
+2,536
+11% +$62.3K ﹤0.01% 3678
2024
Q1 		$790K Buy
23,896
+2,132
+10% +$66.4K ﹤0.01% 3400
2023
Q4 		$592K Buy
21,764
+5,576
+34% +$139K ﹤0.01% 3531
2023
Q3 		$389K Sell
16,188
-11,831
-42% -$317K ﹤0.01% 3687
2023
Q2 		$895K Buy
28,019
+4,535
+19% +$147K ﹤0.01% 2929
2023
Q1 		$719K Buy
23,484
+5,677
+32% +$224K ﹤0.01% 3029
2022
Q4 		$696K Buy
17,807
+2,907
+20% +$130K ﹤0.01% 2956
2022
Q3 		$710K Sell
14,900
-6,513
-30% -$372K ﹤0.01% 2817
2022
Q2 		$829K Buy
21,413
+3,120
+17% +$124K ﹤0.01% 2739
2022
Q1 		$1.05M Buy
18,293
+3,868
+27% +$254K ﹤0.01% 2575
2021
Q4 		$1.15M Sell
14,425
-2,528
-15% -$216K ﹤0.01% 2543
2021
Q3 		$1.48M Buy
16,953
+31
+0.2% +$3.11K ﹤0.01% 2282
2021
Q2 		$2.18M Buy
16,922
+10,970
+184% +$874K ﹤0.01% 1907
2021
Q1 		$476K Buy
5,952
+2,221
+60% +$211K ﹤0.01% 3062
2020
Q4 		$305K Buy
+3,731
New +$183K ﹤0.01% 3184

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Contrarius Group Holdings
Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Peregrine Investment Management
Peregrine Investment Management Toronto, Ontario, Canada $176M AUM 75.7% 1-Year Est. Return

LPL Financial's BEAM Position: Q3 2026 in Review

LPL Financial reduced its Beam Therapeutics (BEAM) stake by 5% in Q3 2026, selling an estimated $79K and leaving 53,809 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #4246.

LPL Financial first reported a position in BEAM in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.18M in Q2 2021. 123 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • LPL Financial held 53,809 shares of Beam Therapeutics worth $1.32M as of Q3 2026.
  • LPL Financial sold 2,837 Beam Therapeutics shares in Q3 2026, an estimated $79K.
  • Beam Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4246 holding.
  • LPL Financial first reported a position in Beam Therapeutics in Q4 2020 and has held it in 24 quarters since.
  • LPL Financial's Beam Therapeutics position peaked at $2.18M in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.