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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
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
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

Steward Partners Investment Advisory's BEAM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Beam Therapeutics (BEAM) stake by 3.8% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,350 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Steward Partners Investment Advisory first reported a position in BEAM in Q1 2021 and has held it in 11 quarters since. The position peaked at $36K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Steward Partners Investment Advisory held 1,350 shares of Beam Therapeutics worth $32.2K as of Q1 2026.
  • Steward Partners Investment Advisory bought 50 Beam Therapeutics shares in Q1 2026, an estimated $1.39K.
  • Beam Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3013 holding.
  • Steward Partners Investment Advisory first reported a position in Beam Therapeutics in Q1 2021 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Beam Therapeutics position peaked at $36K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.