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Concurrent Investment Advisors’s Beam Therapeutics BEAM Stock Holding History

Concurrent Investment Advisors’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 		$277K Sell
11,641
-65,184
-85% -$1.81M ﹤0.01% 1552
2025
Q4 		$2.13M Buy
+76,825
New +$1.96M 0.02% 553
2025
Q2 		– Sell
-19,000
Closed -$371K – 1414
2025
Q1 		$371K Buy
+19,000
New +$498K 0.01% 836

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Concurrent Investment Advisors's BEAM Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Beam Therapeutics (BEAM) stake by 85% in Q1 2026, selling an estimated $1.81M and leaving 11,641 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Concurrent Investment Advisors first reported a position in BEAM in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Concurrent Investment Advisors held 11,641 shares of Beam Therapeutics worth $277K as of Q1 2026.
  • Concurrent Investment Advisors sold 65,184 Beam Therapeutics shares in Q1 2026, an estimated $1.81M.
  • Beam Therapeutics made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1552 holding.
  • Concurrent Investment Advisors first reported a position in Beam Therapeutics in Q1 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Beam Therapeutics position peaked at $2.13M in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.