BC
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Barrett & Company’s Boston Beer SAM Stock Holding History

Barrett & Company’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 		$11.7K Buy
+66
New +$13.4K ﹤0.01% 482

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Barrett & Company's SAM Position: Q2 2026 in Review

Barrett & Company opened a new position in Boston Beer (SAM) in Q2 2026: 66 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings.

331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Barrett & Company held 66 shares of Boston Beer worth $11.7K as of Q2 2026.
  • Boston Beer was a new Barrett & Company position in Q2 2026.
  • Boston Beer made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #482 holding.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.