Harbor Investment Advisory’s Boston Beer SAM Stock Holding History

Harbor Investment Advisory’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 Q3	$11.5K	Hold	70	–	–	﹤0.01%	1086
2026 Q2	$12.4K	Hold	70	–	–	﹤0.01%	1020
2026 Q1	$16.1K	Hold	70	–	–	﹤0.01%	820
2025 Q4	$13.7K	Hold	70	–	–	﹤0.01%	886
2025 Q3	$14.8K	Hold	70	–	–	﹤0.01%	840
2025 Q2	$13.4K	Hold	70	–	–	﹤0.01%	835
2025 Q1	$16.7K	Hold	70	–	–	﹤0.01%	793
2024 Q4	$21K	Hold	70	–	–	﹤0.01%	742
2024 Q3	$20.2K	Hold	70	–	–	﹤0.01%	743
2024 Q2	$21.4K	Hold	70	–	–	﹤0.01%	732
2024 Q1	$21.3K	Hold	70	–	–	﹤0.01%	729
2023 Q4	$24.2K	Hold	70	–	–	﹤0.01%	687
2023 Q3	$27.3K	Hold	70	–	–	﹤0.01%	642
2023 Q2	$21.6K	Hold	70	–	–	﹤0.01%	889
2023 Q1	$23K	Hold	70	–	–	﹤0.01%	890
2022 Q4	$23.1K	Hold	70	–	–	﹤0.01%	877
2022 Q3	$23K	Hold	70	–	–	﹤0.01%	876
2022 Q2	$21K	Hold	70	–	–	﹤0.01%	898
2022 Q1	$27K	Hold	70	–	–	﹤0.01%	883
2021 Q4	$35K	Hold	70	–	–	﹤0.01%	830
2021 Q3	$36K	Sell	70 -20	-22%	-$13.6K	﹤0.01%	829
2021 Q2	$92K	Hold	90	–	–	0.01%	529
2021 Q1	$109K	Buy	90 +20	+29%	+$21K	0.02%	462
2020 Q4	$70K	Hold	70	–	–	0.01%	544
2020 Q3	$62K	Hold	70	–	–	0.01%	453
2020 Q2	$38K	Hold	70	–	–	0.01%	496
2020 Q1	$26K	Sell	70 -1	-1%	-$371	0.01%	526
2019 Q4	$27K	Buy	+71	New	+$26.7K	0.01%	507

Other funds holding SAM

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Harbor Investment Advisory's SAM Position: Q3 2026 in Review

Harbor Investment Advisory held its Boston Beer (SAM) position steady in Q3 2026 at 70 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Harbor Investment Advisory first reported a position in SAM in Q4 2019 and has held it in 28 quarters since. The position peaked at $109K in Q1 2021. 17 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

Harbor Investment Advisory held 70 shares of Boston Beer worth $11.5K as of Q3 2026.
Harbor Investment Advisory left its Boston Beer share count unchanged in Q3 2026.
Boston Beer made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1086 holding.
Harbor Investment Advisory first reported a position in Boston Beer in Q4 2019 and has held it in 28 quarters since.
Harbor Investment Advisory's Boston Beer position peaked at $109K in Q1 2021.
17 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.