Founders Capital Management (Connecticut)’s Boston Beer SAM Stock Holding History

Founders Capital Management (Connecticut)’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	$530K	Hold	2,995	–	–	0.08%	58
2026 Q1	$690K	Hold	2,995	–	–	0.11%	48
2025 Q4	$584K	Hold	2,995	–	–	0.09%	56
2025 Q3	$633K	Hold	2,995	–	–	0.1%	54
2025 Q2	$571K	Hold	2,995	–	–	0.1%	55
2025 Q1	$715K	Hold	2,995	–	–	0.13%	48
2024 Q4	$898K	Hold	2,995	–	–	0.16%	44
2024 Q3	$866K	Hold	2,995	–	–	0.15%	47
2024 Q2	$914K	Hold	2,995	–	–	0.16%	46
2024 Q1	$912K	Hold	2,995	–	–	0.17%	46
2023 Q4	$1.04M	Hold	2,995	–	–	0.21%	42
2023 Q3	$1.17M	Hold	2,995	–	–	0.26%	42
2023 Q2	$924K	Hold	2,995	–	–	0.21%	46
2023 Q1	$984K	Hold	2,995	–	–	0.25%	42
2022 Q4	$987K	Hold	2,995	–	–	0.27%	41
2022 Q3	$969K	Hold	2,995	–	–	0.27%	41
2022 Q2	$907K	Hold	2,995	–	–	0.23%	45
2022 Q1	$1.16M	Buy	2,995 +660	+28%	+$275K	0.25%	42
2021 Q4	$1.18M	Buy	+2,335	New	+$1.17M	0.26%	39

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

Founders Capital Management (Connecticut)'s SAM Position: Q2 2026 in Review

Founders Capital Management (Connecticut) held its Boston Beer (SAM) position steady in Q2 2026 at 2,995 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #58.

Founders Capital Management (Connecticut) first reported a position in SAM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Founders Capital Management (Connecticut) held 2,995 shares of Boston Beer worth $530K as of Q2 2026.
Founders Capital Management (Connecticut) left its Boston Beer share count unchanged in Q2 2026.
Boston Beer made up 0.08% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #58 holding.
Founders Capital Management (Connecticut) first reported a position in Boston Beer in Q4 2021 and has held it in 19 quarters since.
Founders Capital Management (Connecticut)'s Boston Beer position peaked at $1.18M in Q4 2021.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.