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Harbour Investments’s Boston Beer SAM Stock Holding History

Harbour Investments’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 		$3.01K Hold
17
– – ﹤0.01% 3885
2026
Q1 		$3.92K Sell
17
-17
-50% -$3.82K ﹤0.01% 3682
2025
Q4 		$6.63K Buy
34
+24
+240% +$4.95K ﹤0.01% 2913
2025
Q3 		$2.11K Buy
+10
New +$2.13K ﹤0.01% 3254
2024
Q1 		– Sell
-9
Closed -$3.11K – 3294
2023
Q4 		$3.11K Buy
+9
New +$3.16K ﹤0.01% 2573
2022
Q4 		– Sell
-33
Closed -$10K – 3099
2022
Q3 		$10K Hold
33
– – ﹤0.01% 1939
2022
Q2 		$10K Buy
+33
New +$11.5K ﹤0.01% 1939
2021
Q4 		$17K Sell
33
-31
-48% -$15.5K ﹤0.01% 1738
2021
Q3 		$33K Buy
64
+1
+2% +$680 ﹤0.01% 2013
2021
Q2 		$65K Buy
63
+20
+47% +$22.4K ﹤0.01% 1651
2021
Q1 		$52K Buy
+43
New +$45.1K ﹤0.01% 1687

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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Harbour Investments's SAM Position: Q2 2026 in Review

Harbour Investments held its Boston Beer (SAM) position steady in Q2 2026 at 17 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3885.

Harbour Investments first reported a position in SAM in Q1 2021 and has held it in 11 quarters since. The position peaked at $65K in Q2 2021. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Harbour Investments held 17 shares of Boston Beer worth $3.01K as of Q2 2026.
  • Harbour Investments left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3885 holding.
  • Harbour Investments first reported a position in Boston Beer in Q1 2021 and has held it in 11 quarters since.
  • Harbour Investments's Boston Beer position peaked at $65K in Q2 2021.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.