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Global Retirement Partners’s Boston Beer SAM Stock Holding History

Global Retirement Partners’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 		$53.8K Buy
+304
New +$61.7K ﹤0.01% 2476
2025
Q4 		$41.2K Sell
211
-67
-24% -$13.8K ﹤0.01% 2465
2025
Q3 		$58.8K Buy
278
+1
+0.4% +$213 ﹤0.01% 1806
2025
Q2 		$52.9K Buy
+277
New +$63.8K ﹤0.01% 1742
2024
Q4 		$83.1K Buy
277
+1
+0.4% +$302 ﹤0.01% 1367
2024
Q3 		$79.8K Hold
276
– – ﹤0.01% 1341
2024
Q2 		$84.2K Sell
276
-1
-0.4% -$286 ﹤0.01% 1288
2024
Q1 		$84.3K Sell
277
-1
-0.4% -$334 ﹤0.01% 1157
2023
Q4 		$99.8K Sell
278
-1
-0.4% -$351 ﹤0.01% 1042
2023
Q3 		$106K Buy
279
+202
+262% +$70.8K 0.01% 910
2023
Q2 		$23.8K Buy
77
+1
+1% +$322 ﹤0.01% 1604
2023
Q1 		$23.1K Buy
76
+66
+660% +$22.7K ﹤0.01% 1570
2022
Q4 		$3.29K Hold
10
– – ﹤0.01% 2175
2022
Q3 		$4K Buy
+10
New +$3.46K ﹤0.01% 2032

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 $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Global Retirement Partners's SAM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Boston Beer (SAM) in Q2 2026: 304 shares worth $53.8K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SAM as recently as Q4 2025.

Global Retirement Partners first reported a position in SAM in Q3 2022 and has held it in 14 quarters since. The position peaked at $106K in Q3 2023. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Global Retirement Partners held 304 shares of Boston Beer worth $53.8K as of Q2 2026.
  • Boston Beer was a new Global Retirement Partners position in Q2 2026.
  • Boston Beer made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2476 holding.
  • Global Retirement Partners first reported a position in Boston Beer in Q3 2022 and has held it in 14 quarters since.
  • Global Retirement Partners's Boston Beer position peaked at $106K in Q3 2023.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.