Rockefeller Capital Management
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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
Q2 		$140K Buy
4,066
+1,534
+61% +$46.3K ﹤0.01% 2794
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Rockefeller Capital Management's BEAM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Beam Therapeutics (BEAM) stake by 61% in Q2 2026, buying an estimated $46.3K and bringing the position to 4,066 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Rockefeller Capital Management first reported a position in BEAM in Q3 2020 and has held it in 14 quarters since. The position peaked at $158K in Q2 2021. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Rockefeller Capital Management held 4,066 shares of Beam Therapeutics worth $140K as of Q2 2026.
  • Rockefeller Capital Management bought 1,534 Beam Therapeutics shares in Q2 2026, an estimated $46.3K.
  • Beam Therapeutics made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2794 holding.
  • Rockefeller Capital Management first reported a position in Beam Therapeutics in Q3 2020 and has held it in 14 quarters since.
  • Rockefeller Capital Management's Beam Therapeutics position peaked at $158K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.