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BOLTON SECURITIES CORPORATION’s Beam Therapeutics BEAM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$20.5K Buy
+860
New +$23.9K ﹤0.01% 1452
2025
Q3 		$20.9K Buy
+860
New +$17.1K ﹤0.01% 1367
2025
Q1 		$16.8K Buy
+860
New +$22.5K ﹤0.01% 1322

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.5B AUM 50.54% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arch Venture Management
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BEAM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Beam Therapeutics (BEAM) in Q1 2026: 860 shares worth $20.5K. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BEAM as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BEAM in Q1 2025 and has held it in 3 quarters since. The position peaked at $20.9K in Q3 2025. 254 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 860 shares of Beam Therapeutics worth $20.5K as of Q1 2026.
  • Beam Therapeutics was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Beam Therapeutics made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1452 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Beam Therapeutics in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Beam Therapeutics position peaked at $20.9K in Q3 2025.
  • 254 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.