Morgan Stanley
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Morgan Stanley’s Beam Global BEEM Stock Holding History

Morgan Stanley’s Portfolio BEEM Stock Details BEEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18K Sell
12,251
-5
-0% -$8 ﹤0.01% 6768
2025
Q4 		$18.4K Sell
12,256
-1,065
-8% -$2.45K ﹤0.01% 6716
2025
Q3 		$38.4K Sell
13,321
-490
-4% -$1.19K ﹤0.01% 6487
2025
Q2 		$20.2K Hold
13,811
– – ﹤0.01% 6647
2025
Q1 		$28.2K Buy
13,811
+218
+2% +$562 ﹤0.01% 6450
2024
Q4 		$43.1K Buy
13,593
+3,454
+34% +$14.2K ﹤0.01% 6334
2024
Q3 		$49.8K Sell
10,139
-639
-6% -$3.5K ﹤0.01% 6224
2024
Q2 		$49.7K Sell
10,778
-5,287
-33% -$31.5K ﹤0.01% 6174
2024
Q1 		$109K Sell
16,065
-11,497
-42% -$78.4K ﹤0.01% 5956
2023
Q4 		$195K Buy
27,562
+5,413
+24% +$33.9K ﹤0.01% 5957
2023
Q3 		$163K Buy
22,149
+1,037
+5% +$9.7K ﹤0.01% 5671
2023
Q2 		$219K Sell
21,112
-8,913
-30% -$97.5K ﹤0.01% 5614
2023
Q1 		$478K Sell
30,025
-26,130
-47% -$432K ﹤0.01% 5282
2022
Q4 		$981K Sell
56,155
-37,773
-40% -$565K ﹤0.01% 4881
2022
Q3 		$1.15M Sell
93,928
-149,664
-61% -$2.15M ﹤0.01% 4806
2022
Q2 		$3.78M Sell
243,592
-142,148
-37% -$2.45M ﹤0.01% 4010
2022
Q1 		$7.89M Buy
385,740
+237,118
+160% +$3.46M ﹤0.01% 3186
2021
Q4 		$2.76M Buy
148,622
+105,941
+248% +$2.89M ﹤0.01% 4307
2021
Q3 		$1.17M Sell
42,681
-27,820
-39% -$827K ﹤0.01% 4952
2021
Q2 		$2.7M Buy
70,501
+55,704
+376% +$1.84M ﹤0.01% 4390
2021
Q1 		$641K Sell
14,797
-11,343
-43% -$597K ﹤0.01% 5017
2020
Q4 		$1.93M Buy
26,140
+14,475
+124% +$401K ﹤0.01% 4186
2020
Q3 		$142K Buy
11,665
+1,250
+12% +$15.7K ﹤0.01% 5267
2020
Q2 		$104K Buy
10,415
+3,000
+40% +$23.3K ﹤0.01% 5380
2020
Q1 		$56K Buy
+7,415
New +$57.3K ﹤0.01% 5423
2019
Q3 		– Sell
-1,500
Closed -$7K – 6634
2019
Q2 		$7K Buy
+1,500
New +$7.94K ﹤0.01% 6220

Other funds holding BEEM

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Morgan Stanley's BEEM Position: Q1 2026 in Review

Morgan Stanley reduced its Beam Global (BEEM) stake by 0.04% in Q1 2026, selling an estimated $8 and leaving 12,251 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #6768.

Morgan Stanley first reported a position in BEEM in Q2 2019 and has held it in 26 quarters since. The position peaked at $7.89M in Q1 2022. 42 funds tracked by Wall St. Rank hold BEEM as of Q1 2026.

  • Morgan Stanley held 12,251 shares of Beam Global worth $18K as of Q1 2026.
  • Morgan Stanley sold 5 Beam Global shares in Q1 2026, an estimated $8.
  • Beam Global made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6768 holding.
  • Morgan Stanley first reported a position in Beam Global in Q2 2019 and has held it in 26 quarters since.
  • Morgan Stanley's Beam Global position peaked at $7.89M in Q1 2022.
  • 42 funds tracked by Wall St. Rank held Beam Global as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.