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Wealth Effects’s Beam Therapeutics BEAM Stock Holding History

Wealth Effects’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 		$241K Buy
10,100
+500
+5% +$13.9K 0.09% 190
2025
Q4 		$266K Buy
9,600
+400
+4% +$10.2K 0.08% 165
2025
Q3 		$223K Buy
+9,200
New +$183K 0.07% 192
2022
Q1 		– Sell
-2,700
Closed -$215K – 209
2021
Q4 		$215K Buy
+2,700
New +$231K 0.09% 192

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

Wealth Effects's BEAM Position: Q1 2026 in Review

Wealth Effects increased its Beam Therapeutics (BEAM) stake by 5.2% in Q1 2026, buying an estimated $13.9K and bringing the position to 10,100 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #190.

Wealth Effects first reported a position in BEAM in Q4 2021 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Wealth Effects held 10,100 shares of Beam Therapeutics worth $241K as of Q1 2026.
  • Wealth Effects bought 500 Beam Therapeutics shares in Q1 2026, an estimated $13.9K.
  • Beam Therapeutics made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #190 holding.
  • Wealth Effects first reported a position in Beam Therapeutics in Q4 2021 and has held it in 4 quarters since.
  • Wealth Effects's Beam Therapeutics position peaked at $266K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.