MassMutual Private Wealth & Trust’s Beam Therapeutics BEAM Stock Holding History

MassMutual Private Wealth & Trust’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	$172	Hold	5	–	–	﹤0.01%	2368
2026 Q1	$119	Buy	+5	New	+$139	﹤0.01%	2351
2025 Q2	–	Sell	-5	Closed	-$98	–	2361
2025 Q1	$98	Hold	5	–	–	﹤0.01%	2332
2024 Q4	$124	Hold	5	–	–	﹤0.01%	2276
2024 Q3	$123	Sell	5 -72	-94%	-$1.86K	﹤0.01%	2119
2024 Q2	$1.8K	Hold	77	–	–	﹤0.01%	1676
2024 Q1	$2.54K	Hold	77	–	–	﹤0.01%	1469
2023 Q4	$2.1K	Buy	77 +30	+64%	+$745	﹤0.01%	1487
2023 Q3	$1.13K	Buy	+47	New	+$1.26K	﹤0.01%	1658
2022 Q2	–	Sell	-155	Closed	-$9K	–	1516
2022 Q1	$9K	Buy	155 +16	+12%	+$1.05K	﹤0.01%	754
2021 Q4	$11K	Hold	139	–	–	﹤0.01%	711
2021 Q3	$12K	Sell	139 -5	-3%	-$502	﹤0.01%	672
2021 Q2	$19K	Hold	144	–	–	﹤0.01%	582
2021 Q1	$12K	Hold	144	–	–	﹤0.01%	578
2020 Q4	$12K	Buy	+144	New	+$7.08K	﹤0.01%	576

Other funds holding BEAM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PIM

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

ACM

Alessandra Capital Management Torrance, California $141M AUM

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's BEAM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 5 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

MassMutual Private Wealth & Trust first reported a position in BEAM in Q4 2020 and has held it in 15 quarters since. The position peaked at $19K in Q2 2021. 64 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

MassMutual Private Wealth & Trust held 5 shares of Beam Therapeutics worth $172 as of Q2 2026.
MassMutual Private Wealth & Trust left its Beam Therapeutics share count unchanged in Q2 2026.
Beam Therapeutics made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2368 holding.
MassMutual Private Wealth & Trust first reported a position in Beam Therapeutics in Q4 2020 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's Beam Therapeutics position peaked at $19K in Q2 2021.
64 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.