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Great Valley Advisor Group’s Boston Beer SAM Stock Holding History

Great Valley Advisor Group’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 		$304K Hold
1,317
– – 0.01% 817
2025
Q4 		$257K Buy
1,317
+100
+8% +$20.6K ﹤0.01% 815
2025
Q3 		$258K Buy
1,217
+25
+2% +$5.32K 0.01% 814
2025
Q2 		$227K Buy
1,192
+60
+5% +$13.8K 0.01% 829
2025
Q1 		$270K Buy
1,132
+140
+14% +$34.1K 0.01% 754
2024
Q4 		$297K Buy
992
+125
+14% +$37.7K 0.01% 696
2024
Q3 		$251K Buy
867
+68
+9% +$19K 0.01% 738
2024
Q2 		$244K Buy
799
+29
+4% +$8.3K 0.01% 696
2024
Q1 		$234K Buy
+770
New +$257K 0.01% 665

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 Valley Advisor Group's SAM Position: Q1 2026 in Review

Great Valley Advisor Group held its Boston Beer (SAM) position steady in Q1 2026 at 1,317 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #817.

Great Valley Advisor Group first reported a position in SAM in Q1 2024 and has held it in 9 quarters since. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Great Valley Advisor Group held 1,317 shares of Boston Beer worth $304K as of Q1 2026.
  • Great Valley Advisor Group left its Boston Beer share count unchanged in Q1 2026.
  • Boston Beer made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #817 holding.
  • Great Valley Advisor Group first reported a position in Boston Beer in Q1 2024 and has held it in 9 quarters since.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.