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Palumbo Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Palumbo Wealth Management’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 		$780K Buy
22,726
+378
+2% +$11.4K 0.16% 97
2026
Q1 		$533K Sell
22,348
-309
-1% -$8.57K 0.13% 121
2025
Q4 		$628K Buy
+22,657
New +$578K 0.16% 105

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

Palumbo Wealth Management's BEAM Position: Q2 2026 in Review

Palumbo Wealth Management increased its Beam Therapeutics (BEAM) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 22,726 shares worth $780K. The position accounts for 0.16% of the portfolio, ranked #97.

Palumbo Wealth Management first reported a position in BEAM in Q4 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Palumbo Wealth Management held 22,726 shares of Beam Therapeutics worth $780K as of Q2 2026.
  • Palumbo Wealth Management bought 378 Beam Therapeutics shares in Q2 2026, an estimated $11.4K.
  • Beam Therapeutics made up 0.16% of Palumbo Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Palumbo Wealth Management first reported a position in Beam Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.