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Great Lakes Advisors’s Boston Beer SAM Stock Holding History

Great Lakes 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
2026
Q1 		$270K Buy
+1,173
New +$264K ﹤0.01% 715
2018
Q2 		– Sell
-10,994
Closed -$2.08M – 561
2018
Q1 		$2.08M Sell
10,994
-5,922
-35% -$1.09M 0.05% 305
2017
Q4 		$3.23M Buy
+16,916
New +$3.02M 0.07% 239

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Great Lakes Advisors's SAM Position: Q1 2026 in Review

Great Lakes Advisors opened a new position in Boston Beer (SAM) in Q1 2026: 1,173 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Great Lakes Advisors previously reported a position in SAM as recently as Q1 2018.

Great Lakes Advisors first reported a position in SAM in Q4 2017 and has held it in 3 quarters since. The position peaked at $3.23M in Q4 2017. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Great Lakes Advisors held 1,173 shares of Boston Beer worth $270K as of Q1 2026.
  • Boston Beer was a new Great Lakes Advisors position in Q1 2026.
  • Boston Beer made up ﹤0.01% of Great Lakes Advisors's portfolio in Q1 2026, its #715 holding.
  • Great Lakes Advisors first reported a position in Boston Beer in Q4 2017 and has held it in 3 quarters since.
  • Great Lakes Advisors's Boston Beer position peaked at $3.23M in Q4 2017.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.