Luther King Capital Management (LKCM)’s Beam Global BEEM Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio BEEM Stock Details BEEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-26,667	Closed	-$84.5K	–	596
2024 Q4	$84.5K	Hold	26,667	–	–	﹤0.01%	584
2024 Q3	$165K	Hold	26,667	–	–	﹤0.01%	592
2024 Q2	$123K	Hold	26,667	–	–	﹤0.01%	588
2024 Q1	$181K	Hold	26,667	–	–	﹤0.01%	585
2023 Q4	$189K	Hold	26,667	–	–	﹤0.01%	566
2023 Q3	$197K	Hold	26,667	–	–	﹤0.01%	566
2023 Q2	$276K	Hold	26,667	–	–	﹤0.01%	537
2023 Q1	$424K	Hold	26,667	–	–	﹤0.01%	477
2022 Q4	$466K	Hold	26,667	–	–	﹤0.01%	462
2022 Q3	$325K	Hold	26,667	–	–	﹤0.01%	497
2022 Q2	$414K	Hold	26,667	–	–	﹤0.01%	501
2022 Q1	$545K	Hold	26,667	–	–	﹤0.01%	470
2021 Q4	$804K	Hold	26,667	–	–	﹤0.01%	440
2021 Q3	$804K	Hold	26,667	–	–	﹤0.01%	438
2021 Q2	$1.02M	Hold	26,667	–	–	0.01%	416
2021 Q1	$1.16M	Buy	+26,667	New	+$1.4M	0.01%	362

Other funds holding BEEM

IWA

Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BEEM Position: Q1 2025 in Review

Luther King Capital Management (LKCM) sold out of Beam Global (BEEM) in Q1 2025, closing a stake of 26,667 shares — an estimated $84.5K sold.

Luther King Capital Management (LKCM) first reported a position in BEEM in Q1 2021 and held it in 16 quarters. The position peaked at $1.16M in Q1 2021. 43 funds tracked by Wall St. Rank hold BEEM as of Q1 2025.

Luther King Capital Management (LKCM) reported no remaining Beam Global position as of Q1 2025 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 26,667 Beam Global shares in Q1 2025, an estimated $84.5K.
Luther King Capital Management (LKCM) first reported a position in Beam Global in Q1 2021 and held it in 16 quarters.
Luther King Capital Management (LKCM)'s Beam Global position peaked at $1.16M in Q1 2021.
43 funds tracked by Wall St. Rank held Beam Global as of Q1 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2025, filed 12 May 2025.