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 Q3	$122	Hold	5	–	–	﹤0.01%	2341
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MassMutual Private Wealth & Trust's BEAM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Beam Therapeutics (BEAM) position steady in Q3 2026 at 5 shares worth $122. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

MassMutual Private Wealth & Trust first reported a position in BEAM in Q4 2020 and has held it in 16 quarters since. The position peaked at $19K in Q2 2021. 191 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

MassMutual Private Wealth & Trust held 5 shares of Beam Therapeutics worth $122 as of Q3 2026.
MassMutual Private Wealth & Trust left its Beam Therapeutics share count unchanged in Q3 2026.
Beam Therapeutics made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2341 holding.
MassMutual Private Wealth & Trust first reported a position in Beam Therapeutics in Q4 2020 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Beam Therapeutics position peaked at $19K in Q2 2021.
191 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.