Baker Bros. Advisors’s Summit Therapeutics SMMT Stock Holding History

Baker Bros. Advisors’s Portfolio SMMT Stock Details SMMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$690M	Hold	36,391,063	–	–	3.96%	10
2025 Q4	$636M	Buy	36,391,063 +2,668,089	+8%	+$50.2M	3.73%	9
2025 Q3	$697M	Hold	33,722,974	–	–	5.03%	6
2025 Q2	$718M	Buy	33,722,974 +9,298,109	+38%	+$212M	6.96%	5
2025 Q1	$471M	Hold	24,424,865	–	–	5.21%	5
2024 Q4	$436M	Hold	24,424,865	–	–	4.66%	5
2024 Q3	$535M	Buy	24,424,865 +1,202,643	+5%	+$16.8M	5.54%	4
2024 Q2	$181M	Buy	+23,222,222	New	+$125M	2.31%	9
2023 Q4	–	Sell	-3,140,473	Closed	-$5.87M	–	98
2023 Q3	$5.87M	Sell	3,140,473 -3,164,232	-50%	-$6.03M	0.03%	64
2023 Q2	$15.8M	Hold	6,304,705	–	–	0.09%	45
2023 Q1	$11M	Buy	6,304,705 +4,304,705	+215%	+$11.7M	0.06%	51
2022 Q4	$8.5M	Buy	+2,000,000	New	+$3.64M	0.05%	64

Other funds holding SMMT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Bros. Advisors's SMMT Position: Q1 2026 in Review

Baker Bros. Advisors held its Summit Therapeutics (SMMT) position steady in Q1 2026 at 36,391,063 shares worth $690M. The position accounts for 3.96% of the portfolio, ranked #10.

Baker Bros. Advisors first reported a position in SMMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $718M in Q2 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

Baker Bros. Advisors held 36,391,063 shares of Summit Therapeutics worth $690M as of Q1 2026.
Baker Bros. Advisors left its Summit Therapeutics share count unchanged in Q1 2026.
Summit Therapeutics made up 3.96% of Baker Bros. Advisors's portfolio in Q1 2026, its #10 holding.
Baker Bros. Advisors first reported a position in Summit Therapeutics in Q4 2022 and has held it in 12 quarters since.
Baker Bros. Advisors's Summit Therapeutics position peaked at $718M in Q2 2025.
222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.