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Rothschild Investment LLC’s Beam Therapeutics BEAM Stock Holding History

Rothschild Investment LLC’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 		$3.16K Buy
92
+30
+48% +$906 ﹤0.01% 2536
2026
Q1 		$1.48K Hold
62
– – ﹤0.01% 2693
2025
Q4 		$1.72K Buy
62
+37
+148% +$944 ﹤0.01% 2454
2025
Q3 		$607 Sell
25
-95
-79% -$1.89K ﹤0.01% 2773
2025
Q2 		$2.04K Sell
120
-30
-20% -$522 ﹤0.01% 2066
2025
Q1 		$2.93K Buy
150
+25
+20% +$655 ﹤0.01% 1685
2024
Q4 		$3.1K Buy
125
+25
+25% +$638 ﹤0.01% 1556
2024
Q3 		$2.45K Buy
100
+65
+186% +$1.68K ﹤0.01% 1621
2024
Q2 		$820 Buy
35
+30
+600% +$737 ﹤0.01% 1764
2024
Q1 		$165 Buy
+5
New +$156 ﹤0.01% 1842

Other funds holding BEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's BEAM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Beam Therapeutics (BEAM) stake by 48% in Q2 2026, buying an estimated $906 and bringing the position to 92 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Rothschild Investment LLC first reported a position in BEAM in Q1 2024 and has held it in 10 quarters since. 105 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Rothschild Investment LLC held 92 shares of Beam Therapeutics worth $3.16K as of Q2 2026.
  • Rothschild Investment LLC bought 30 Beam Therapeutics shares in Q2 2026, an estimated $906.
  • Beam Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2536 holding.
  • Rothschild Investment LLC first reported a position in Beam Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • 105 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.