HIA
SAM icon

HFM Investment Advisors’s Boston Beer SAM Stock Holding History

HFM Investment Advisors’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 		$178 Buy
+1
New +$203 ﹤0.01% 1193
2025
Q3 		– Sell
-1
Closed -$191 – 1309
2025
Q2 		$191 Buy
+1
New +$230 ﹤0.01% 998

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 $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HFM Investment Advisors's SAM Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Boston Beer (SAM) in Q2 2026: 1 share worth $178. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in SAM as recently as Q2 2025.

HFM Investment Advisors first reported a position in SAM in Q2 2025 and has held it in 2 quarters since. The position peaked at $191 in Q2 2025. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • HFM Investment Advisors held 1 share of Boston Beer worth $178 as of Q2 2026.
  • Boston Beer was a new HFM Investment Advisors position in Q2 2026.
  • Boston Beer made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1193 holding.
  • HFM Investment Advisors first reported a position in Boston Beer in Q2 2025 and has held it in 2 quarters since.
  • HFM Investment Advisors's Boston Beer position peaked at $191 in Q2 2025.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.