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Sound Income Strategies’s Beam Therapeutics BEAM Stock Holding History

Sound Income Strategies’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 		– Sell
-409
Closed -$9.91K – 672
2026
Q1 		$9.91K Hold
409
– – ﹤0.01% 1506
2025
Q4 		$12.8K Buy
+409
New +$10.4K ﹤0.01% 1336
2025
Q3 		– Sell
-50
Closed -$851 – 1716
2025
Q2 		$851 Hold
50
– – ﹤0.01% 1396
2025
Q1 		$977 Buy
+50
New +$1.31K ﹤0.01% 1349

Other funds holding BEAM

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $2.17B AUM 134.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's BEAM Position: Q2 2026 in Review

Sound Income Strategies sold out of Beam Therapeutics (BEAM) in Q2 2026, closing a stake of 409 shares — an estimated $9.91K sold.

Sound Income Strategies first reported a position in BEAM in Q1 2025 and held it in 4 quarters. The position peaked at $12.8K in Q4 2025. 160 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Sound Income Strategies reported no remaining Beam Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 409 Beam Therapeutics shares in Q2 2026, an estimated $9.91K.
  • Sound Income Strategies first reported a position in Beam Therapeutics in Q1 2025 and held it in 4 quarters.
  • Sound Income Strategies's Beam Therapeutics position peaked at $12.8K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.