Virtus Investment Advisers’s Beam Therapeutics BEAM Stock Holding History

Virtus Investment Advisers’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	$237K	Buy	9,966 +242	+2%	+$6.71K	0.07%	319
2025 Q4	$270K	Buy	9,724 +3,200	+49%	+$81.6K	0.07%	296
2025 Q3	$158K	Buy	6,524 +1,132	+21%	+$22.5K	0.05%	367
2025 Q2	$91.7K	Sell	5,392 -464	-8%	-$8.08K	0.03%	369
2025 Q1	$114K	Buy	+5,856	New	+$153K	0.03%	401
2024 Q1	–	Sell	-3,049	Closed	-$83K	–	351
2023 Q4	$83K	Hold	3,049	–	–	0.06%	255
2023 Q3	$73.3K	Hold	3,049	–	–	0.05%	236
2023 Q2	$97.4K	Hold	3,049	–	–	0.07%	244
2023 Q1	$93.4K	Buy	+3,049	New	+$120K	0.07%	251

Other funds holding BEAM

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Virtus Investment Advisers's BEAM Position: Q1 2026 in Review

Virtus Investment Advisers increased its Beam Therapeutics (BEAM) stake by 2.5% in Q1 2026, buying an estimated $6.71K and bringing the position to 9,966 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #319.

Virtus Investment Advisers first reported a position in BEAM in Q1 2023 and has held it in 9 quarters since. The position peaked at $270K in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

Virtus Investment Advisers held 9,966 shares of Beam Therapeutics worth $237K as of Q1 2026.
Virtus Investment Advisers bought 242 Beam Therapeutics shares in Q1 2026, an estimated $6.71K.
Beam Therapeutics made up 0.07% of Virtus Investment Advisers's portfolio in Q1 2026, its #319 holding.
Virtus Investment Advisers first reported a position in Beam Therapeutics in Q1 2023 and has held it in 9 quarters since.
Virtus Investment Advisers's Beam Therapeutics position peaked at $270K in Q4 2025.
251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.