Atom Investors’s Boston Beer SAM Stock Holding History

Atom Investors’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	$1.15M	Buy	+6,470	New	+$1.31M	0.1%	315
2026 Q1	–	Sell	-7,243	Closed	-$1.41M	–	819
2025 Q4	$1.41M	Sell	7,243 -6,945	-49%	-$1.43M	0.11%	257
2025 Q3	$3M	Buy	14,188 +4,116	+41%	+$876K	0.23%	125
2025 Q2	$1.92M	Buy	+10,072	New	+$2.32M	0.17%	170
2021 Q3	–	Sell	-7,625	Closed	-$7.78M	–	375
2021 Q2	$7.78M	Buy	7,625 +5,306	+229%	+$5.95M	0.98%	15
2021 Q1	$2.8M	Sell	2,319 -1,958	-46%	-$2.05M	0.47%	47
2020 Q4	$4.25M	Sell	4,277 -588	-12%	-$564K	0.43%	61
2020 Q3	$4.3M	Buy	+4,865	New	+$3.84M	0.41%	60
2019 Q1	–	Sell	-6,218	Closed	-$1.5M	–	683
2018 Q4	$1.5M	Buy	+6,218	New	+$1.74M	0.15%	175

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

Atom Investors's SAM Position: Q2 2026 in Review

Atom Investors opened a new position in Boston Beer (SAM) in Q2 2026: 6,470 shares worth $1.15M. The stake represents 0.1% of the portfolio and ranks #315 among its holdings. This is a return to the name: Atom Investors previously reported a position in SAM as recently as Q4 2025.

Atom Investors first reported a position in SAM in Q4 2018 and has held it in 9 quarters since. The position peaked at $7.78M in Q2 2021. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Atom Investors held 6,470 shares of Boston Beer worth $1.15M as of Q2 2026.
Boston Beer was a new Atom Investors position in Q2 2026.
Boston Beer made up 0.1% of Atom Investors's portfolio in Q2 2026, its #315 holding.
Atom Investors first reported a position in Boston Beer in Q4 2018 and has held it in 9 quarters since.
Atom Investors's Boston Beer position peaked at $7.78M in Q2 2021.
330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.