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First Horizon Advisors’s Boston Beer SAM Stock Holding History

First Horizon 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
2025
Q2 		$2.86K Sell
15
-199
-93% -$45.8K ﹤0.01% 1959
2025
Q1 		$51.1K Buy
214
+42
+24% +$10.2K ﹤0.01% 919
2024
Q4 		$51.6K Buy
172
+51
+42% +$15.4K ﹤0.01% 931
2024
Q3 		$35K Buy
121
+62
+105% +$17.3K ﹤0.01% 1150
2024
Q2 		$18K Buy
+59
New +$16.9K ﹤0.01% 1315
2024
Q1 		– Sell
-17
Closed -$5.88K – 2379
2023
Q4 		$5.88K Buy
+17
New +$5.96K ﹤0.01% 1757
2018
Q2 		– Sell
-28
Closed -$5K – 1573
2018
Q1 		$5K Buy
28
+9
+47% +$1.66K ﹤0.01% 1210
2017
Q4 		$3K Hold
19
– – ﹤0.01% 1313
2017
Q3 		$2K Sell
19
-46
-71% -$6.72K ﹤0.01% 1323
2017
Q2 		$9K Hold
65
– – ﹤0.01% 1014
2017
Q1 		$8K Buy
65
+37
+132% +$5.79K ﹤0.01% 1086
2016
Q4 		$4K Hold
28
– – ﹤0.01% 1200
2016
Q3 		$4K Buy
+28
New +$4.88K ﹤0.01% 1191

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Horizon Advisors's SAM Position: Q2 2025 in Review

First Horizon Advisors reduced its Boston Beer (SAM) stake by 93% in Q2 2025, selling an estimated $45.8K and leaving 15 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

First Horizon Advisors first reported a position in SAM in Q3 2016 and has held it in 13 quarters since. The position peaked at $51.6K in Q4 2024. 346 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

  • First Horizon Advisors held 15 shares of Boston Beer worth $2.86K as of Q2 2025.
  • First Horizon Advisors sold 199 Boston Beer shares in Q2 2025, an estimated $45.8K.
  • Boston Beer made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1959 holding.
  • First Horizon Advisors first reported a position in Boston Beer in Q3 2016 and has held it in 13 quarters since.
  • First Horizon Advisors's Boston Beer position peaked at $51.6K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.