Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Beam Therapeutics BEAM Stock Holding History

Sumitomo Mitsui Trust Group’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
Q3 		$81.9M Sell
3,349,244
-105,799
-3% -$2.95M 0.05% 329
2026
Q2 		$119M Sell
3,455,043
-370,542
-10% -$11.2M 0.07% 266
2026
Q1 		$91.2M Sell
3,825,585
-583,715
-13% -$16.2M 0.06% 297
2025
Q4 		$122M Sell
4,409,300
-421,438
-9% -$10.8M 0.07% 250
2025
Q3 		$117M Buy
4,830,738
+101,294
+2% +$2.02M 0.07% 267
2025
Q2 		$80.4M Buy
4,729,444
+462,573
+11% +$8.06M 0.05% 343
2025
Q1 		$83.3M Buy
4,266,871
+309,260
+8% +$8.1M 0.06% 318
2024
Q4 		$98.1M Buy
3,957,611
+404,782
+11% +$10.3M 0.07% 283
2024
Q3 		$87M Buy
3,552,829
+1,328,414
+60% +$34.3M 0.06% 316
2024
Q2 		$52.1M Sell
2,224,415
-137,402
-6% -$3.37M 0.04% 411
2024
Q1 		$78M Buy
2,361,817
+3,726
+0.2% +$116K 0.05% 370
2023
Q4 		$64.2M Buy
2,358,091
+715,911
+44% +$17.8M 0.05% 403
2023
Q3 		$39.5M Buy
1,642,180
+427,100
+35% +$11.4M 0.03% 526
2023
Q2 		$38.8M Buy
1,215,080
+556,514
+85% +$18.1M 0.03% 544
2023
Q1 		$20.2M Sell
658,566
-15,124
-2% -$597K 0.02% 721
2022
Q4 		$26.3M Buy
673,690
+162,759
+32% +$7.29M 0.02% 658
2022
Q3 		$24.3M Buy
510,931
+218,969
+75% +$12.5M 0.02% 671
2022
Q2 		$11.3M Buy
291,962
+8,453
+3% +$336K 0.01% 792
2022
Q1 		$16.2M Buy
283,509
+58,286
+26% +$3.82M 0.01% 756
2021
Q4 		$17.9M Sell
225,223
-29,132
-11% -$2.49M 0.01% 725
2021
Q3 		$22.1M Sell
254,355
-2,210
-0.9% -$222K 0.01% 700
2021
Q2 		$33M Buy
256,565
+27,164
+12% +$2.16M 0.02% 649
2021
Q1 		$18.4M Buy
229,401
+25,159
+12% +$2.39M 0.01% 724
2020
Q4 		$16.7M Buy
+204,242
New +$10M 0.01% 726

Other funds holding BEAM

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $150M AUM 39.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BEAM Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Beam Therapeutics (BEAM) stake by 3.1% in Q3 2026, selling an estimated $2.95M and leaving 3,349,244 shares worth $81.9M. The position accounts for 0.05% of the portfolio, ranked #329.

Sumitomo Mitsui Trust Group first reported a position in BEAM in Q4 2020 and has held it in 24 quarters since. The position peaked at $122M in Q4 2025. 52 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 3,349,244 shares of Beam Therapeutics worth $81.9M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 105,799 Beam Therapeutics shares in Q3 2026, an estimated $2.95M.
  • Beam Therapeutics made up 0.05% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #329 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Beam Therapeutics in Q4 2020 and has held it in 24 quarters since.
  • Sumitomo Mitsui Trust Group's Beam Therapeutics position peaked at $122M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.