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Basecamp Wealth Advisors’s Boston Beer SAM Stock Holding History

Basecamp Wealth Advisors’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 		$3.01K Sell
17
-35
-67% -$7.1K ﹤0.01% 1278
2026
Q1 		$12K Buy
52
+37
+247% +$8.32K ﹤0.01% 968
2025
Q4 		$2.93K Buy
+15
New +$3.09K ﹤0.01% 1275

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

Basecamp Wealth Advisors's SAM Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Boston Beer (SAM) stake by 67% in Q2 2026, selling an estimated $7.1K and leaving 17 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Basecamp Wealth Advisors first reported a position in SAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $12K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Basecamp Wealth Advisors held 17 shares of Boston Beer worth $3.01K as of Q2 2026.
  • Basecamp Wealth Advisors sold 35 Boston Beer shares in Q2 2026, an estimated $7.1K.
  • Boston Beer made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1278 holding.
  • Basecamp Wealth Advisors first reported a position in Boston Beer in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Boston Beer position peaked at $12K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.