SummitTX Capital
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SummitTX Capital’s Beam Therapeutics BEAM Stock Holding History

SummitTX Capital’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 		– Sell
-137,946
Closed -$3.82M – 776
2025
Q4 		$3.82M Buy
137,946
+121,737
+751% +$3.11M 0.12% 195
2025
Q3 		$393K Buy
+16,209
New +$322K 0.02% 574
2025
Q2 		– Sell
-23,495
Closed -$459K – 754
2025
Q1 		$459K Buy
+23,495
New +$615K 0.02% 571

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SummitTX Capital's BEAM Position: Q1 2026 in Review

SummitTX Capital sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 137,946 shares — an estimated $3.82M sold.

SummitTX Capital first reported a position in BEAM in Q1 2025 and held it in 3 quarters. The position peaked at $3.82M in Q4 2025. 253 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • SummitTX Capital reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 137,946 Beam Therapeutics shares in Q1 2026, an estimated $3.82M.
  • SummitTX Capital first reported a position in Beam Therapeutics in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Beam Therapeutics position peaked at $3.82M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.