First Trust Advisors’s Beam Therapeutics BEAM Stock Holding History

First Trust 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	$3.22M	Buy	135,166 +71,110	+111%	+$1.97M	﹤0.01%	1697
2025 Q4	$1.78M	Buy	+64,056	New	+$1.63M	﹤0.01%	1938
2025 Q2	–	Sell	-99,084	Closed	-$1.94M	–	2599
2025 Q1	$1.94M	Buy	99,084 +73,489	+287%	+$1.93M	﹤0.01%	1797
2024 Q4	$635K	Buy	25,595 +7,623	+42%	+$195K	﹤0.01%	2179
2024 Q3	$440K	Sell	17,972 -1,464,299	-99%	-$37.8M	﹤0.01%	2199
2024 Q2	$34.7M	Buy	+1,482,271	New	+$36.4M	0.04%	603
2023 Q1	–	Sell	-52,584	Closed	-$2.06M	–	2362
2022 Q4	$2.06M	Buy	+52,584	New	+$2.36M	﹤0.01%	1691
2022 Q2	–	Sell	-7,955	Closed	-$456K	–	2490
2022 Q1	$456K	Sell	7,955 -875	-10%	-$57.4K	﹤0.01%	2278
2021 Q4	$704K	Sell	8,830 -76,276	-90%	-$6.53M	﹤0.01%	2181
2021 Q3	$7.41M	Buy	85,106 +23,765	+39%	+$2.39M	0.01%	1114
2021 Q2	$7.89M	Buy	+61,341	New	+$4.89M	0.01%	1083

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

First Trust Advisors's BEAM Position: Q1 2026 in Review

First Trust Advisors increased its Beam Therapeutics (BEAM) stake by 111% in Q1 2026, buying an estimated $1.97M and bringing the position to 135,166 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

First Trust Advisors first reported a position in BEAM in Q2 2021 and has held it in 11 quarters since. The position peaked at $34.7M in Q2 2024. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

First Trust Advisors held 135,166 shares of Beam Therapeutics worth $3.22M as of Q1 2026.
First Trust Advisors bought 71,110 Beam Therapeutics shares in Q1 2026, an estimated $1.97M.
Beam Therapeutics made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1697 holding.
First Trust Advisors first reported a position in Beam Therapeutics in Q2 2021 and has held it in 11 quarters since.
First Trust Advisors's Beam Therapeutics position peaked at $34.7M in Q2 2024.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.