Bell Investment Advisors’s Boston Beer SAM Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-8	Closed	-$1.69K	–	1932
2025 Q3	$1.69K	Buy	8 +2	+33%	+$425	﹤0.01%	1388
2025 Q2	$1.15K	Buy	6 +4	+200%	+$921	﹤0.01%	1548
2025 Q1	$478	Buy	+2	New	+$487	﹤0.01%	1772
2024 Q1	–	Sell	-1	Closed	-$346	–	1937
2023 Q4	$346	Buy	+1	New	+$351	﹤0.01%	1883
2023 Q3	–	Sell	-2	Closed	-$617	–	1985
2023 Q2	$617	Hold	2	–	–	﹤0.01%	1743
2023 Q1	$658	Sell	2 -1	-33%	-$344	﹤0.01%	1697
2022 Q4	$989	Buy	3 +1	+50%	+$363	﹤0.01%	1600
2022 Q3	$1K	Sell	2 -5	-71%	-$1.73K	﹤0.01%	1557
2022 Q2	$2K	Buy	+7	New	+$2.44K	﹤0.01%	1223
2021 Q4	$7K	Buy	13 +9	+225%	+$4.5K	﹤0.01%	628
2021 Q3	$2K	Buy	+4	New	+$2.72K	﹤0.01%	1145

Other funds holding SAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 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

Bell Investment Advisors's SAM Position: Q4 2025 in Review

Bell Investment Advisors sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 8 shares — an estimated $1.69K sold.

Bell Investment Advisors first reported a position in SAM in Q3 2021 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 348 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

Bell Investment Advisors reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 8 Boston Beer shares in Q4 2025, an estimated $1.69K.
Bell Investment Advisors first reported a position in Boston Beer in Q3 2021 and held it in 11 quarters.
Bell Investment Advisors's Boston Beer position peaked at $7K in Q4 2021.
348 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.