Bank of Montreal
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Bank of Montreal’s Beam Therapeutics BEAM Stock Holding History

Bank of Montreal’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 		– Sell
-7,704
Closed -$214K – 3758
2025
Q4 		$214K Sell
7,704
-1,347
-15% -$34.4K ﹤0.01% 2810
2025
Q3 		$220K Buy
+9,051
New +$180K ﹤0.01% 2720
2024
Q4 		– Sell
-45,045
Closed -$1.13M – 3535
2024
Q3 		$1.13M Sell
45,045
-106,021
-70% -$2.74M ﹤0.01% 1981
2024
Q2 		$3.68M Buy
+151,066
New +$3.71M ﹤0.01% 1393
2022
Q1 		– Sell
-3,020
Closed -$254K – 4146
2021
Q4 		$254K Buy
+3,020
New +$259K ﹤0.01% 2831
2021
Q2 		– Sell
-1,453
Closed -$109K – 3767
2021
Q1 		$109K Sell
1,453
-5,160
-78% -$491K ﹤0.01% 3349
2020
Q4 		$622K Buy
6,613
+4,976
+304% +$245K ﹤0.01% 2585
2020
Q3 		$45K Buy
1,637
+659
+67% +$16.3K ﹤0.01% 3475
2020
Q2 		$30K Buy
+978
New +$21.1K ﹤0.01% 3661

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $175B AUM 40.63% 1-Year Est. Return

Bank of Montreal's BEAM Position: Q1 2026 in Review

Bank of Montreal sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 7,704 shares — an estimated $214K sold.

Bank of Montreal first reported a position in BEAM in Q2 2020 and held it in 9 quarters. The position peaked at $3.68M in Q2 2024. 252 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Bank of Montreal reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 7,704 Beam Therapeutics shares in Q1 2026, an estimated $214K.
  • Bank of Montreal first reported a position in Beam Therapeutics in Q2 2020 and held it in 9 quarters.
  • Bank of Montreal's Beam Therapeutics position peaked at $3.68M in Q2 2024.
  • 252 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.