Arax Advisory Partners’s Boston Beer SAM Stock Holding History

Arax Advisory Partners’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$146K	Buy	827 +653	+375%	+$132K	﹤0.01%	2457
2026 Q1	$40.1K	Buy	174 +172	+8,600%	+$38.7K	﹤0.01%	1774
2025 Q4	$391	Sell	2 -9,890	-100%	-$2.04M	﹤0.01%	3640
2025 Q3	$2.09M	Buy	9,892 +9,758	+7,282%	+$2.08M	0.03%	453
2025 Q2	$39.7K	Buy	134 +92	+219%	+$21.2K	﹤0.01%	1345
2025 Q1	$10K	Sell	42 -254	-86%	-$61.9K	﹤0.01%	1567
2024 Q4	$88.8K	Buy	296 +187	+172%	+$56.4K	0.01%	711
2024 Q3	$31.5K	Buy	109 +100	+1,111%	+$27.9K	﹤0.01%	901
2024 Q2	$2.75K	Buy	+9	New	+$2.58K	﹤0.01%	1844
2023 Q4	–	Sell	-6	Closed	-$2.34K	–	1408
2023 Q3	$2.34K	Buy	+6	New	+$2.1K	﹤0.01%	983
2022 Q4	–	Sell	-50	Closed	-$16K	–	1336
2022 Q3	$16K	Hold	50	–	–	﹤0.01%	601
2022 Q2	$15K	Hold	50	–	–	﹤0.01%	596
2022 Q1	$19K	Hold	50	–	–	﹤0.01%	582
2021 Q4	$25K	Hold	50	–	–	﹤0.01%	555
2021 Q3	$25K	Hold	50	–	–	﹤0.01%	537
2021 Q2	$51K	Buy	+50	New	+$56.1K	0.01%	466
2020 Q4	$50K	Hold	50	–	–	0.01%	411
2020 Q3	$44K	Hold	50	–	–	0.01%	398
2020 Q2	$27K	Hold	50	–	–	﹤0.01%	447
2020 Q1	$18K	Hold	50	–	–	﹤0.01%	466
2019 Q4	$19K	Hold	50	–	–	0.01%	421
2019 Q3	$18K	Hold	50	–	–	0.01%	419
2019 Q2	$19K	Buy	+50	New	+$15.8K	0.01%	416
2018 Q4	$12K	Hold	50	–	–	﹤0.01%	423
2018 Q3	$14K	Buy	+50	New	+$15K	0.01%	444

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Arax Advisory Partners's SAM Position: Q2 2026 in Review

Arax Advisory Partners increased its Boston Beer (SAM) stake by 375% in Q2 2026, buying an estimated $132K and bringing the position to 827 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Arax Advisory Partners first reported a position in SAM in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.09M in Q3 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Arax Advisory Partners held 827 shares of Boston Beer worth $146K as of Q2 2026.
Arax Advisory Partners bought 653 Boston Beer shares in Q2 2026, an estimated $132K.
Boston Beer made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2457 holding.
Arax Advisory Partners first reported a position in Boston Beer in Q3 2018 and has held it in 25 quarters since.
Arax Advisory Partners's Boston Beer position peaked at $2.09M in Q3 2025.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.