First Command Advisory Services’s Boston Beer SAM Stock Holding History

First Command Advisory Services’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	$25.7K	Hold	145	–	–	﹤0.01%	601
2026 Q1	$33.4K	Hold	145	–	–	﹤0.01%	410
2025 Q4	$28.3K	Hold	145	–	–	﹤0.01%	378
2025 Q3	$30.7K	Hold	145	–	–	﹤0.01%	352
2025 Q2	$27.7K	Hold	145	–	–	﹤0.01%	341
2025 Q1	$34.6K	Hold	145	–	–	﹤0.01%	305
2024 Q4	$43.5K	Hold	145	–	–	﹤0.01%	294
2024 Q3	$41.9K	Hold	145	–	–	﹤0.01%	295
2024 Q2	$44.2K	Hold	145	–	–	﹤0.01%	277
2024 Q1	$44.1K	Hold	145	–	–	﹤0.01%	271
2023 Q4	$50.1K	Hold	145	–	–	﹤0.01%	242
2023 Q3	$56.5K	Buy	+145	New	+$50.8K	﹤0.01%	229

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Command Advisory Services's SAM Position: Q2 2026 in Review

First Command Advisory Services held its Boston Beer (SAM) position steady in Q2 2026 at 145 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

First Command Advisory Services first reported a position in SAM in Q3 2023 and has held it in 12 quarters since. The position peaked at $56.5K in Q3 2023. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

First Command Advisory Services held 145 shares of Boston Beer worth $25.7K as of Q2 2026.
First Command Advisory Services left its Boston Beer share count unchanged in Q2 2026.
Boston Beer made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #601 holding.
First Command Advisory Services first reported a position in Boston Beer in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's Boston Beer position peaked at $56.5K in Q3 2023.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.