PWMG
BEAM icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Private Wealth Management Group's BEAM Position: Q1 2026 in Review

Private Wealth Management Group held its Beam Therapeutics (BEAM) position steady in Q1 2026 at 23 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Private Wealth Management Group first reported a position in BEAM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.27K in Q1 2024. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Private Wealth Management Group held 23 shares of Beam Therapeutics worth $549 as of Q1 2026.
  • Private Wealth Management Group left its Beam Therapeutics share count unchanged in Q1 2026.
  • Beam Therapeutics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1368 holding.
  • Private Wealth Management Group first reported a position in Beam Therapeutics in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Beam Therapeutics position peaked at $3.27K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.