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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atom Investors's SAM Position: Q1 2026 in Review

Atom Investors sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 7,243 shares — an estimated $1.41M sold.

Atom Investors first reported a position in SAM in Q4 2018 and held it in 8 quarters. The position peaked at $7.78M in Q2 2021. 367 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Atom Investors reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
  • Atom Investors sold 7,243 Boston Beer shares in Q1 2026, an estimated $1.41M.
  • Atom Investors first reported a position in Boston Beer in Q4 2018 and held it in 8 quarters.
  • Atom Investors's Boston Beer position peaked at $7.78M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.