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DHJJ Financial Advisors’s Boston Beer SAM Stock Holding History

DHJJ Financial 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 		$178 Hold
1
– – ﹤0.01% 1012
2026
Q1 		$231 Hold
1
– – ﹤0.01% 985
2025
Q4 		$196 Hold
1
– – ﹤0.01% 953
2025
Q3 		$212 Hold
1
– – ﹤0.01% 913
2025
Q2 		$191 Hold
1
– – ﹤0.01% 895
2025
Q1 		$239 Hold
1
– – ﹤0.01% 828
2024
Q4 		$300 Hold
1
– – ﹤0.01% 776
2024
Q3 		$290 Hold
1
– – ﹤0.01% 761
2024
Q2 		$306 Hold
1
– – ﹤0.01% 701
2024
Q1 		$305 Hold
1
– – ﹤0.01% 692
2023
Q4 		$346 Hold
1
– – ﹤0.01% 668
2023
Q3 		$390 Buy
+1
New +$350 ﹤0.01% 649

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

DHJJ Financial Advisors's SAM Position: Q2 2026 in Review

DHJJ Financial Advisors held its Boston Beer (SAM) position steady in Q2 2026 at 1 share worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

DHJJ Financial Advisors first reported a position in SAM in Q3 2023 and has held it in 12 quarters since. The position peaked at $390 in Q3 2023. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • DHJJ Financial Advisors held 1 share of Boston Beer worth $178 as of Q2 2026.
  • DHJJ Financial Advisors left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1012 holding.
  • DHJJ Financial Advisors first reported a position in Boston Beer in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Boston Beer position peaked at $390 in Q3 2023.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.