Rockefeller Capital Management’s Beam Therapeutics BEAM Stock Holding History

Rockefeller Capital Management’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	$60.3K	Buy	2,532 +1,233	+95%	+$34.2K	﹤0.01%	3167
2025 Q4	$36K	Buy	1,299 +101	+8%	+$2.58K	﹤0.01%	3224
2025 Q3	$29.1K	Buy	+1,198	New	+$23.8K	﹤0.01%	3169
2023 Q1	–	Sell	-1,228	Closed	-$48K	–	2159
2022 Q4	$48K	Hold	1,228	–	–	﹤0.01%	2404
2022 Q3	$58K	Sell	1,228 -485	-28%	-$27.7K	﹤0.01%	2269
2022 Q2	$66K	Buy	1,713 +448	+35%	+$17.8K	﹤0.01%	2155
2022 Q1	$72K	Buy	1,265 +37	+3%	+$2.43K	﹤0.01%	2132
2021 Q4	$97K	Hold	1,228	–	–	﹤0.01%	1954
2021 Q3	$106K	Hold	1,228	–	–	﹤0.01%	1841
2021 Q2	$158K	Hold	1,228	–	–	﹤0.01%	1606
2021 Q1	$98K	Hold	1,228	–	–	﹤0.01%	1602
2020 Q4	$100K	Buy	1,228 +428	+54%	+$21K	﹤0.01%	1438
2020 Q3	$19K	Buy	+800	New	+$19.8K	﹤0.01%	1800

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

Rockefeller Capital Management's BEAM Position: Q1 2026 in Review

Rockefeller Capital Management increased its Beam Therapeutics (BEAM) stake by 95% in Q1 2026, buying an estimated $34.2K and bringing the position to 2,532 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

Rockefeller Capital Management first reported a position in BEAM in Q3 2020 and has held it in 13 quarters since. The position peaked at $158K in Q2 2021. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

Rockefeller Capital Management held 2,532 shares of Beam Therapeutics worth $60.3K as of Q1 2026.
Rockefeller Capital Management bought 1,233 Beam Therapeutics shares in Q1 2026, an estimated $34.2K.
Beam Therapeutics made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3167 holding.
Rockefeller Capital Management first reported a position in Beam Therapeutics in Q3 2020 and has held it in 13 quarters since.
Rockefeller Capital Management's Beam Therapeutics position peaked at $158K in Q2 2021.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.