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Sunbelt Securities’s Beam Therapeutics BEAM Stock Holding History

Sunbelt Securities’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 		$643 Hold
27
– – ﹤0.01% 2216
2025
Q4 		$748 Hold
27
– – ﹤0.01% 2144
2025
Q3 		$655 Buy
+27
New +$537 ﹤0.01% 2153

Other funds holding BEAM

Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Sunbelt Securities's BEAM Position: Q1 2026 in Review

Sunbelt Securities held its Beam Therapeutics (BEAM) position steady in Q1 2026 at 27 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Sunbelt Securities first reported a position in BEAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $748 in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Sunbelt Securities held 27 shares of Beam Therapeutics worth $643 as of Q1 2026.
  • Sunbelt Securities left its Beam Therapeutics share count unchanged in Q1 2026.
  • Beam Therapeutics made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2216 holding.
  • Sunbelt Securities first reported a position in Beam Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Beam Therapeutics position peaked at $748 in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.