Brandywine Managers’s Beam Therapeutics BEAM Stock Holding History

Brandywine Managers’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	$607K	Buy	25,455 +6,849	+37%	+$190K	0.36%	26
2025 Q4	$516K	Hold	18,606	–	–	0.26%	28
2025 Q3	$452K	Hold	18,606	–	–	0.43%	28
2025 Q2	$316K	Buy	18,606 +7,300	+65%	+$127K	0.31%	27
2025 Q1	$221K	Hold	11,306	–	–	0.26%	31
2024 Q4	$280K	Hold	11,306	–	–	0.3%	32
2024 Q3	$277K	Buy	+11,306	New	+$292K	0.3%	30
2024 Q2	–	Sell	-8,067	Closed	-$267K	–	37
2024 Q1	$267K	Hold	8,067	–	–	0.26%	33
2023 Q4	$220K	Buy	+8,067	New	+$200K	0.24%	38
2023 Q3	–	Sell	-8,067	Closed	-$258K	–	40
2023 Q2	$258K	Hold	8,067	–	–	0.17%	44
2023 Q1	$247K	Hold	8,067	–	–	0.18%	44
2022 Q4	$316K	Sell	8,067 -5,000	-38%	-$224K	1.1%	30
2022 Q3	$623K	Hold	13,067	–	–	2.05%	17
2022 Q2	$506K	Hold	13,067	–	–	1.24%	25
2022 Q1	$749K	Buy	13,067 +167	+1%	+$11K	1.29%	23
2021 Q4	$1.03M	Hold	12,900	–	–	1.16%	18
2021 Q3	$1.12M	Hold	12,900	–	–	1.17%	16
2021 Q2	$1.66M	Buy	12,900 +1,833	+17%	+$146K	1.89%	10
2021 Q1	$886K	Buy	11,067 +192	+2%	+$18.3K	1.18%	20
2020 Q4	$888K	Hold	10,875	–	–	1.22%	17
2020 Q3	$268K	Hold	10,875	–	–	0.51%	33
2020 Q2	$305K	Sell	10,875 -4,425	-29%	-$95.4K	1.25%	30
2020 Q1	$275K	Buy	+15,300	New	+$333K	0.1%	23

Other funds holding BEAM

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

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Brandywine Managers's BEAM Position: Q1 2026 in Review

Brandywine Managers increased its Beam Therapeutics (BEAM) stake by 37% in Q1 2026, buying an estimated $190K and bringing the position to 25,455 shares worth $607K. The position accounts for 0.36% of the portfolio, ranked #26.

Brandywine Managers first reported a position in BEAM in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q2 2021. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

Brandywine Managers held 25,455 shares of Beam Therapeutics worth $607K as of Q1 2026.
Brandywine Managers bought 6,849 Beam Therapeutics shares in Q1 2026, an estimated $190K.
Beam Therapeutics made up 0.36% of Brandywine Managers's portfolio in Q1 2026, its #26 holding.
Brandywine Managers first reported a position in Beam Therapeutics in Q1 2020 and has held it in 23 quarters since.
Brandywine Managers's Beam Therapeutics position peaked at $1.66M in Q2 2021.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.