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Evergreen Capital Management’s Boston Beer SAM Stock Holding History

Evergreen Capital Management’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
-1,995
Closed -$460K – 1653
2026
Q1 		$460K Buy
+1,995
New +$449K 0.01% 839

Other funds holding SAM

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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

Evergreen Capital Management's SAM Position: Q2 2026 in Review

Evergreen Capital Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,995 shares — an estimated $460K sold.

Evergreen Capital Management first reported a position in SAM in Q1 2026 and held it in 1 quarter. The position peaked at $460K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Evergreen Capital Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 1,995 Boston Beer shares in Q2 2026, an estimated $460K.
  • Evergreen Capital Management first reported a position in Boston Beer in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's Boston Beer position peaked at $460K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.