Diversified Investment Strategies’s Boston Beer SAM Stock Holding History

Diversified Investment Strategies’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	$369K	Hold	2,085	–	–	0.24%	45
2026 Q1	$480K	Hold	2,085	–	–	0.31%	38
2025 Q4	$407K	Sell	2,085 -150	-7%	-$30.9K	0.27%	40
2025 Q3	$473K	Buy	2,235 +365	+20%	+$77.7K	0.31%	36
2025 Q2	$357K	Hold	1,870	–	–	0.24%	43
2025 Q1	$447K	Buy	1,870 +1	+0.1%	+$244	0.3%	37
2024 Q4	$561K	Hold	1,869	–	–	0.37%	33
2024 Q3	$540K	Buy	1,869 +4	+0.2%	+$1.11K	0.36%	32
2024 Q2	$569K	Buy	1,865 +225	+14%	+$64.4K	0.4%	30
2024 Q1	$499K	Buy	+1,640	New	+$547K	0.34%	32

Other funds holding SAM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

SFCM

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

FCMC

Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

Diversified Investment Strategies's SAM Position: Q2 2026 in Review

Diversified Investment Strategies held its Boston Beer (SAM) position steady in Q2 2026 at 2,085 shares worth $369K. The position accounts for 0.24% of the portfolio, ranked #45.

Diversified Investment Strategies first reported a position in SAM in Q1 2024 and has held it in 10 quarters since. The position peaked at $569K in Q2 2024. 82 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Diversified Investment Strategies held 2,085 shares of Boston Beer worth $369K as of Q2 2026.
Diversified Investment Strategies left its Boston Beer share count unchanged in Q2 2026.
Boston Beer made up 0.24% of Diversified Investment Strategies's portfolio in Q2 2026, its #45 holding.
Diversified Investment Strategies first reported a position in Boston Beer in Q1 2024 and has held it in 10 quarters since.
Diversified Investment Strategies's Boston Beer position peaked at $569K in Q2 2024.
82 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.