PS
BEAM icon

Principal Securities’s Beam Therapeutics BEAM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-165
Closed -$4K – 1560
2025
Q3 		$4K Sell
165
-9
-5% -$179 ﹤0.01% 3028
2025
Q2 		$2.96K Sell
174
-124
-42% -$2.16K ﹤0.01% 3018
2025
Q1 		$7.39K Hold
298
– – ﹤0.01% 2644
2024
Q4 		$7.39K Buy
298
+82
+38% +$2.09K ﹤0.01% 2641
2024
Q3 		$5.29K Buy
216
+25
+13% +$646 ﹤0.01% 2657
2024
Q2 		$4.47K Buy
191
+1
+0.5% +$25 ﹤0.01% 2679
2024
Q1 		$6.28K Buy
190
+34
+22% +$1.06K ﹤0.01% 2518
2023
Q4 		$4.25K Buy
+156
New +$3.88K ﹤0.01% 2587

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Securities's BEAM Position: Q4 2025 in Review

Principal Securities sold out of Beam Therapeutics (BEAM) in Q4 2025, closing a stake of 165 shares — an estimated $4K sold.

Principal Securities first reported a position in BEAM in Q4 2023 and held it in 8 quarters. The position peaked at $7.39K in Q1 2025. 246 funds tracked by Wall St. Rank hold BEAM as of Q4 2025.

  • Principal Securities reported no remaining Beam Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 165 Beam Therapeutics shares in Q4 2025, an estimated $4K.
  • Principal Securities first reported a position in Beam Therapeutics in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Beam Therapeutics position peaked at $7.39K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.