EF
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Empowered Funds’s Boston Beer SAM Stock Holding History

Empowered Funds’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 		$294K Buy
1,662
+48
+3% +$9.74K ﹤0.01% 1865
2026
Q1 		$372K Buy
+1,614
New +$363K ﹤0.01% 1741
2025
Q4 		– Sell
-1,000
Closed -$211K – 1734
2025
Q3 		$211K Buy
+1,000
New +$213K ﹤0.01% 1706
2025
Q2 		– Sell
-1,207
Closed -$288K – 1835
2025
Q1 		$288K Buy
1,207
+98
+9% +$23.9K ﹤0.01% 1416
2024
Q4 		$333K Buy
+1,109
New +$335K ﹤0.01% 1340
2021
Q2 		– Sell
-1,920
Closed -$1.91M – 287
2021
Q1 		$1.91M Hold
1,920
– – 0.37% 97
2020
Q4 		$1.91M Buy
+1,920
New +$1.84M 0.37% 97

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

Empowered Funds's SAM Position: Q2 2026 in Review

Empowered Funds increased its Boston Beer (SAM) stake by 3% in Q2 2026, buying an estimated $9.74K and bringing the position to 1,662 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Empowered Funds first reported a position in SAM in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.91M in Q1 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Empowered Funds held 1,662 shares of Boston Beer worth $294K as of Q2 2026.
  • Empowered Funds bought 48 Boston Beer shares in Q2 2026, an estimated $9.74K.
  • Boston Beer made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1865 holding.
  • Empowered Funds first reported a position in Boston Beer in Q4 2020 and has held it in 7 quarters since.
  • Empowered Funds's Boston Beer position peaked at $1.91M in Q1 2021.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.