Wellington Management Group
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Wellington Management Group’s Beam Therapeutics BEAM Stock Holding History

Wellington Management Group’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 		$1.25M Sell
36,311
-2,513
-6% -$75.9K ﹤0.01% 1712
2026
Q1 		$925K Buy
38,824
+1,922
+5% +$53.3K ﹤0.01% 1688
2025
Q4 		$1.02M Sell
36,902
-1,086
-3% -$27.7K ﹤0.01% 1711
2025
Q3 		$922K Buy
37,988
+721
+2% +$14.3K ﹤0.01% 1793
2025
Q2 		$634K Buy
37,267
+3,636
+11% +$63.3K ﹤0.01% 1782
2025
Q1 		$657K Sell
33,631
-1,938
-5% -$50.8K ﹤0.01% 1786
2024
Q4 		$882K Sell
35,569
-3,427
-9% -$87.5K ﹤0.01% 1738
2024
Q3 		$955K Sell
38,996
-4,112
-10% -$106K ﹤0.01% 1720
2024
Q2 		$1.01M Buy
43,108
+10,155
+31% +$249K ﹤0.01% 1673
2024
Q1 		$1.09M Buy
32,953
+12,037
+58% +$375K ﹤0.01% 1672
2023
Q4 		$569K Buy
+20,916
New +$520K ﹤0.01% 1716
2021
Q1 		– Sell
-192,931
Closed -$15.8M – 2097
2020
Q4 		$15.8M Buy
192,931
+145,931
+310% +$7.18M ﹤0.01% 1085
2020
Q3 		$1.16M Buy
+47,000
New +$1.17M ﹤0.01% 1517

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Wellington Management Group's BEAM Position: Q2 2026 in Review

Wellington Management Group reduced its Beam Therapeutics (BEAM) stake by 6.5% in Q2 2026, selling an estimated $75.9K and leaving 36,311 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Wellington Management Group first reported a position in BEAM in Q3 2020 and has held it in 13 quarters since. The position peaked at $15.8M in Q4 2020. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Wellington Management Group held 36,311 shares of Beam Therapeutics worth $1.25M as of Q2 2026.
  • Wellington Management Group sold 2,513 Beam Therapeutics shares in Q2 2026, an estimated $75.9K.
  • Beam Therapeutics made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1712 holding.
  • Wellington Management Group first reported a position in Beam Therapeutics in Q3 2020 and has held it in 13 quarters since.
  • Wellington Management Group's Beam Therapeutics position peaked at $15.8M in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.