BJL
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Brighton Jones LLC’s Boston Beer SAM Stock Holding History

Brighton Jones LLC’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 		– Sell
-1,402
Closed -$323K – 1475
2026
Q1 		$323K Buy
+1,402
New +$315K 0.01% 894
2025
Q4 		– Sell
-2,307
Closed -$488K – 770
2025
Q3 		$488K Buy
+2,307
New +$491K 0.01% 637

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Brighton Jones LLC's SAM Position: Q2 2026 in Review

Brighton Jones LLC sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,402 shares — an estimated $323K sold.

Brighton Jones LLC first reported a position in SAM in Q3 2025 and held it in 2 quarters. The position peaked at $488K in Q3 2025. 158 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Brighton Jones LLC reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Brighton Jones LLC sold 1,402 Boston Beer shares in Q2 2026, an estimated $323K.
  • Brighton Jones LLC first reported a position in Boston Beer in Q3 2025 and held it in 2 quarters.
  • Brighton Jones LLC's Boston Beer position peaked at $488K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.