HAP
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Harbor Asset Planning’s Boston Beer SAM Stock Holding History

Harbor Asset Planning’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 		$5.84K Hold
33
– – ﹤0.01% 371
2026
Q1 		$7.6K Hold
33
– – 0.01% 357
2025
Q4 		$6.44K Hold
33
– – 0.01% 363
2025
Q3 		$6.98K Hold
33
– – 0.01% 343
2025
Q2 		$6.3K Buy
+33
New +$7.6K 0.01% 344

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Harbor Asset Planning's SAM Position: Q2 2026 in Review

Harbor Asset Planning held its Boston Beer (SAM) position steady in Q2 2026 at 33 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Harbor Asset Planning first reported a position in SAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.6K in Q1 2026. 68 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Harbor Asset Planning held 33 shares of Boston Beer worth $5.84K as of Q2 2026.
  • Harbor Asset Planning left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #371 holding.
  • Harbor Asset Planning first reported a position in Boston Beer in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Boston Beer position peaked at $7.6K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.