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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
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 $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

Harbour Investments's SAM Position: Q1 2026 in Review

Harbour Investments reduced its Boston Beer (SAM) stake by 50% in Q1 2026, selling an estimated $3.82K and leaving 17 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3682.

Harbour Investments first reported a position in SAM in Q1 2021 and has held it in 10 quarters since. The position peaked at $65K in Q2 2021. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Harbour Investments held 17 shares of Boston Beer worth $3.92K as of Q1 2026.
  • Harbour Investments sold 17 Boston Beer shares in Q1 2026, an estimated $3.82K.
  • Boston Beer made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3682 holding.
  • Harbour Investments first reported a position in Boston Beer in Q1 2021 and has held it in 10 quarters since.
  • Harbour Investments's Boston Beer position peaked at $65K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.