Sheets Smith Wealth Management’s Beamr Imaging BMR Stock Holding History

Sheets Smith Wealth Management’s Portfolio BMR Stock Details BMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,500	Closed	-$55.2K	–	406
2025 Q2	$55.2K	Hold	17,500	–	–	0.01%	395
2025 Q1	$38.5K	Hold	17,500	–	–	﹤0.01%	353
2024 Q4	$86.1K	Hold	17,500	–	–	0.01%	373
2024 Q3	$67.7K	Hold	17,500	–	–	0.01%	367
2024 Q2	$91.3K	Buy	17,500 +5,000	+40%	+$27.4K	0.01%	368
2024 Q1	$80.6K	Sell	12,500 -12,500	-50%	-$64.8K	0.01%	370
2023 Q4	$36.3K	Hold	25,000	–	–	0.01%	345
2023 Q3	$43.8K	Buy	+25,000	New	+$53K	0.01%	391
2023 Q2	–	Sell	-25,000	Closed	-$49.8K	–	331
2023 Q1	$49.8K	Buy	+25,000	New	+$73.5K	0.01%	312

Other funds holding BMR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheets Smith Wealth Management's BMR Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Beamr Imaging (BMR) in Q3 2025, closing a stake of 17,500 shares — an estimated $55.2K sold.

Sheets Smith Wealth Management first reported a position in BMR in Q1 2023 and held it in 9 quarters. The position peaked at $91.3K in Q2 2024. 18 funds tracked by Wall St. Rank hold BMR as of Q3 2025.

Sheets Smith Wealth Management reported no remaining Beamr Imaging position as of Q3 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 17,500 Beamr Imaging shares in Q3 2025, an estimated $55.2K.
Sheets Smith Wealth Management first reported a position in Beamr Imaging in Q1 2023 and held it in 9 quarters.
Sheets Smith Wealth Management's Beamr Imaging position peaked at $91.3K in Q2 2024.
18 funds tracked by Wall St. Rank held Beamr Imaging as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.