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Bruce G. Allen Investments’s Boston Beer SAM Stock Holding History

Bruce G. Allen Investments’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
-12
Closed -$2.77K – 1097
2026
Q1 		$2.77K Hold
12
– – ﹤0.01% 653
2025
Q4 		$2.34K Hold
12
– – ﹤0.01% 671
2025
Q3 		$2.54K Buy
12
+2
+20% +$425 ﹤0.01% 666
2025
Q2 		$1.91K Buy
+10
New +$2.3K ﹤0.01% 719

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

Bruce G. Allen Investments's SAM Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 12 shares — an estimated $2.77K sold.

Bruce G. Allen Investments first reported a position in SAM in Q2 2025 and held it in 4 quarters. The position peaked at $2.77K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 12 Boston Beer shares in Q2 2026, an estimated $2.77K.
  • Bruce G. Allen Investments first reported a position in Boston Beer in Q2 2025 and held it in 4 quarters.
  • Bruce G. Allen Investments's Boston Beer position peaked at $2.77K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.