Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Boston Beer SAM Stock Holding History

Cambridge Investment Research 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
Q1 		– Sell
-5,223
Closed -$1.02M – 4049
2025
Q4 		$1.02M Buy
5,223
+2,038
+64% +$420K ﹤0.01% 2082
2025
Q3 		$673K Buy
+3,185
New +$678K ﹤0.01% 2394
2023
Q1 		– Sell
-910
Closed -$300K – 3238
2022
Q4 		$300K Sell
910
-342
-27% -$124K ﹤0.01% 2429
2022
Q3 		$405K Sell
1,252
-365
-23% -$126K ﹤0.01% 2109
2022
Q2 		$490K Sell
1,617
-161
-9% -$56K ﹤0.01% 1982
2022
Q1 		$691K Buy
1,778
+696
+64% +$290K ﹤0.01% 1850
2021
Q4 		$547K Buy
1,082
+37
+4% +$18.5K ﹤0.01% 2039
2021
Q3 		$533K Buy
1,045
+203
+24% +$138K ﹤0.01% 2000
2021
Q2 		$860K Sell
842
-115
-12% -$129K ﹤0.01% 1648
2021
Q1 		$1.15M Buy
957
+121
+14% +$127K 0.01% 1326
2020
Q4 		$831K Buy
836
+97
+13% +$93.1K ﹤0.01% 1425
2020
Q3 		$653K Buy
739
+47
+7% +$37.1K ﹤0.01% 1434
2020
Q2 		$371K Buy
692
+79
+13% +$38.3K ﹤0.01% 1723
2020
Q1 		$225K Buy
+613
New +$227K ﹤0.01% 1858
2019
Q3 		– Sell
-632
Closed -$239K – 2399
2019
Q2 		$239K Buy
+632
New +$200K ﹤0.01% 1897
2018
Q4 		– Sell
-779
Closed -$224K – 2266
2018
Q3 		$224K Buy
+779
New +$234K ﹤0.01% 1986

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors's SAM Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 5,223 shares — an estimated $1.02M sold.

Cambridge Investment Research Advisors first reported a position in SAM in Q3 2018 and held it in 16 quarters. The position peaked at $1.15M in Q1 2021. 370 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,223 Boston Beer shares in Q1 2026, an estimated $1.02M.
  • Cambridge Investment Research Advisors first reported a position in Boston Beer in Q3 2018 and held it in 16 quarters.
  • Cambridge Investment Research Advisors's Boston Beer position peaked at $1.15M in Q1 2021.
  • 370 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.