FFO
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Fortitude Family Office’s Boston Beer SAM Stock Holding History

Fortitude Family Office’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 		$1.06K Sell
6
-2
-25% -$406 ﹤0.01% 1735
2026
Q1 		$1.84K Sell
8
-69
-90% -$15.5K ﹤0.01% 1313
2025
Q4 		$15K Buy
77
+71
+1,183% +$14.6K ﹤0.01% 464
2025
Q3 		$1.27K Sell
6
-36
-86% -$7.66K ﹤0.01% 1451
2025
Q2 		$8.01K Buy
+42
New +$9.67K ﹤0.01% 637
2024
Q3 		– Sell
-9
Closed -$2.75K – 1264
2024
Q2 		$2.75K Buy
+9
New +$2.58K ﹤0.01% 752

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

Fortitude Family Office's SAM Position: Q2 2026 in Review

Fortitude Family Office reduced its Boston Beer (SAM) stake by 25% in Q2 2026, selling an estimated $406 and leaving 6 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Fortitude Family Office first reported a position in SAM in Q2 2024 and has held it in 6 quarters since. The position peaked at $15K in Q4 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Fortitude Family Office held 6 shares of Boston Beer worth $1.06K as of Q2 2026.
  • Fortitude Family Office sold 2 Boston Beer shares in Q2 2026, an estimated $406.
  • Boston Beer made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1735 holding.
  • Fortitude Family Office first reported a position in Boston Beer in Q2 2024 and has held it in 6 quarters since.
  • Fortitude Family Office's Boston Beer position peaked at $15K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.