LRI Investments’s Beam Therapeutics BEAM Stock Holding History

LRI Investments’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 Q2	$34	Buy	+1	New	+$30	﹤0.01%	1928

Other funds holding BEAM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PIM

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

ACM

Alessandra Capital Management Torrance, California $141M AUM

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's BEAM Position: Q2 2026 in Review

LRI Investments opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 1 share worth $34. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings.

59 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

LRI Investments held 1 share of Beam Therapeutics worth $34 as of Q2 2026.
Beam Therapeutics was a new LRI Investments position in Q2 2026.
Beam Therapeutics made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1928 holding.
59 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.