Asset Management Group’s Boston Beer SAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$218K Sell
945
-830
-47% -$187K 0.04% 134
2025
Q4
$346K Sell
1,775
-4,556
-72% -$939K 0.06% 119
2025
Q3
$1.34M Hold
6,331
0.22% 79
2025
Q2
$1.21M Sell
6,331
-389
-6% -$89.5K 0.21% 79
2025
Q1
$1.61M Buy
6,720
+213
+3% +$51.9K 0.3% 71
2024
Q4
$1.95M Hold
6,507
0.35% 67
2024
Q3
$1.88M Hold
6,507
0.33% 68
2024
Q2
$1.98M Hold
6,507
0.37% 66
2024
Q1
$1.98M Buy
6,507
+124
+2% +$41.4K 0.37% 64
2023
Q4
$2.21M Hold
6,383
0.44% 60
2023
Q3
$2.49M Hold
6,383
0.55% 56
2023
Q2
$1.97M Hold
6,383
0.42% 63
2023
Q1
$2.1M Buy
6,383
+52
+0.8% +$17.9K 0.47% 62
2022
Q4
$2.09M Hold
6,331
0.49% 61
2022
Q3
$2.05M Hold
6,331
0.51% 58
2022
Q2
$1.92M Hold
6,331
0.46% 60
2022
Q1
$2.46M Hold
6,331
0.51% 55
2021
Q4
$3.2M Hold
6,331
0.63% 46
2021
Q3
$3.23M Hold
6,331
0.66% 44
2021
Q2
$6.46M Sell
6,331
-5,220
-45% -$5.86M 1.34% 25
2021
Q1
$13.9M Hold
11,551
3.02% 5
2020
Q4
$11.5M Buy
11,551
+10,457
+956% +$10M 2.79% 7
2020
Q3
$966K Hold
1,094
0.28% 72
2020
Q2
$587K Hold
1,094
0.19% 82
2020
Q1
$402K Hold
1,094
0.15% 89
2019
Q4
$413K Hold
1,094
0.13% 89
2019
Q3
$398K Hold
1,094
0.14% 88
2019
Q2
$413K Hold
1,094
0.15% 85
2019
Q1
$322K Hold
1,094
0.12% 90
2018
Q4
$263K Hold
1,094
0.11% 91
2018
Q3
$315K Hold
1,094
0.11% 93
2018
Q2
$328K Hold
1,094
0.11% 90
2018
Q1
$207K Hold
1,094
0.07% 103
2017
Q4
$209K Buy
+1,094
New +$195K 0.08% 102
2016
Q2
Sell
-1,094
Closed -$202K 99
2016
Q1
$202K Buy
+1,094
New +$199K 0.09% 97

Other funds holding SAM

Asset Management Group's SAM Position: Q1 2026 in Review

Asset Management Group reduced its Boston Beer (SAM) stake by 47% in Q1 2026, selling an estimated $187K and leaving 945 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #134.

Asset Management Group first reported a position in SAM in Q1 2016 and has held it in 35 quarters since. The position peaked at $13.9M in Q1 2021. 367 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Asset Management Group held 945 shares of Boston Beer worth $218K as of Q1 2026.
  • Asset Management Group sold 830 Boston Beer shares in Q1 2026, an estimated $187K.
  • Boston Beer made up 0.04% of Asset Management Group's portfolio in Q1 2026, its #134 holding.
  • Asset Management Group first reported a position in Boston Beer in Q1 2016 and has held it in 35 quarters since.
  • Asset Management Group's Boston Beer position peaked at $13.9M in Q1 2021.
  • 367 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.