Private Wealth Management Group’s Beam Therapeutics BEAM Stock Holding History

Private Wealth Management Group’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	$790	Hold	23	–	–	﹤0.01%	1337
2026 Q1	$549	Hold	23	–	–	﹤0.01%	1368
2025 Q4	$638	Hold	23	–	–	﹤0.01%	1361
2025 Q3	$559	Hold	23	–	–	﹤0.01%	1410
2025 Q2	$392	Sell	23 -42	-65%	-$731	﹤0.01%	1436
2025 Q1	$1.27K	Hold	65	–	–	﹤0.01%	1203
2024 Q4	$1.61K	Hold	65	–	–	﹤0.01%	1163
2024 Q3	$1.59K	Sell	65 -34	-34%	-$878	﹤0.01%	1149
2024 Q2	$2.32K	Hold	99	–	–	﹤0.01%	994
2024 Q1	$3.27K	Hold	99	–	–	﹤0.01%	779
2023 Q4	$2.69K	Buy	+99	New	+$2.46K	﹤0.01%	849

Other funds holding BEAM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

Private Wealth Management Group's BEAM Position: Q2 2026 in Review

Private Wealth Management Group held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 23 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Private Wealth Management Group first reported a position in BEAM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.27K in Q1 2024. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Private Wealth Management Group held 23 shares of Beam Therapeutics worth $790 as of Q2 2026.
Private Wealth Management Group left its Beam Therapeutics share count unchanged in Q2 2026.
Beam Therapeutics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1337 holding.
Private Wealth Management Group first reported a position in Beam Therapeutics in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Beam Therapeutics position peaked at $3.27K in Q1 2024.
278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.