Steward Partners Investment Advisory’s Beam Therapeutics BEAM Stock Holding History

Steward Partners Investment Advisory’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	$46.3K	Hold	1,350	–	–	﹤0.01%	2993
2026 Q1	$32.2K	Buy	1,350 +50	+4%	+$1.39K	﹤0.01%	3013
2025 Q4	$36K	Hold	1,300	–	–	﹤0.01%	2842
2025 Q3	$31.6K	Buy	1,300 +1,000	+333%	+$19.9K	﹤0.01%	2857
2025 Q2	$5.1K	Hold	300	–	–	﹤0.01%	3476
2025 Q1	$5.86K	Hold	300	–	–	﹤0.01%	3330
2024 Q4	$7.44K	Hold	300	–	–	﹤0.01%	3220
2024 Q3	$7.35K	Hold	300	–	–	﹤0.01%	3065
2024 Q2	$7.03K	Hold	300	–	–	﹤0.01%	2931
2024 Q1	$9.91K	Hold	300	–	–	﹤0.01%	2813
2023 Q4	$8.17K	Buy	+300	New	+$7.45K	﹤0.01%	2786
2021 Q2	–	Sell	-250	Closed	-$20K	–	7111
2021 Q1	$20K	Buy	+250	New	+$23.8K	﹤0.01%	2486

Other funds holding BEAM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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 $3.38T AUM 44.17% 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

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Steward Partners Investment Advisory's BEAM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 1,350 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

Steward Partners Investment Advisory first reported a position in BEAM in Q1 2021 and has held it in 12 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Steward Partners Investment Advisory held 1,350 shares of Beam Therapeutics worth $46.3K as of Q2 2026.
Steward Partners Investment Advisory left its Beam Therapeutics share count unchanged in Q2 2026.
Beam Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2993 holding.
Steward Partners Investment Advisory first reported a position in Beam Therapeutics in Q1 2021 and has held it in 12 quarters since.
277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.