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Pension & Wealth Management Advisors’s Beam Therapeutics BEAM Stock Holding History

Pension & Wealth Management Advisors’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 		$2.88K Hold
84
– – ﹤0.01% 489
2026
Q1 		$2K Hold
84
– – ﹤0.01% 465
2025
Q4 		$2.33K Hold
84
– – ﹤0.01% 471
2025
Q3 		$2.04K Hold
84
– – ﹤0.01% 480
2025
Q2 		$1.43K Buy
84
+42
+100% +$731 ﹤0.01% 446
2025
Q1 		$820 Buy
+42
New +$1.1K ﹤0.01% 445

Other funds holding BEAM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's BEAM Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 84 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Pension & Wealth Management Advisors first reported a position in BEAM in Q1 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Pension & Wealth Management Advisors held 84 shares of Beam Therapeutics worth $2.88K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Beam Therapeutics share count unchanged in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #489 holding.
  • Pension & Wealth Management Advisors first reported a position in Beam Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.