HighTower Advisors
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HighTower Advisors’s Boston Beer SAM Stock Holding History

HighTower 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 		$227K Sell
1,281
-900
-41% -$183K ﹤0.01% 3445
2026
Q1 		$503K Sell
2,181
-1,814
-45% -$408K ﹤0.01% 2705
2025
Q4 		$780K Buy
3,995
+128
+3% +$26.4K ﹤0.01% 2296
2025
Q3 		$818K Buy
+3,867
New +$823K ﹤0.01% 2248
2025
Q2 		– Sell
-962
Closed -$230K – 3945
2025
Q1 		$230K Sell
962
-71
-7% -$17.3K ﹤0.01% 3072
2024
Q4 		$310K Buy
1,033
+123
+14% +$37.1K ﹤0.01% 2869
2024
Q3 		$270K Sell
910
-39
-4% -$10.9K ﹤0.01% 2894
2024
Q2 		$299K Sell
949
-50
-5% -$14.3K ﹤0.01% 2718
2024
Q1 		$313K Buy
999
+330
+49% +$110K ﹤0.01% 2649
2023
Q4 		$229K Buy
669
+139
+26% +$48.7K ﹤0.01% 2927
2023
Q3 		$209K Buy
+530
New +$186K ﹤0.01% 2881
2022
Q1 		– Sell
-773
Closed -$392K – 3645
2021
Q4 		$392K Buy
773
+360
+87% +$180K ﹤0.01% 2321
2021
Q3 		$212K Buy
413
+102
+33% +$69.3K ﹤0.01% 2671
2021
Q2 		$317K Sell
311
-29
-9% -$32.5K ﹤0.01% 2341
2021
Q1 		$402K Sell
340
-72
-17% -$75.5K ﹤0.01% 2119
2020
Q4 		$411K Sell
412
-138
-25% -$132K ﹤0.01% 1730
2020
Q3 		$495K Buy
550
+146
+36% +$115K ﹤0.01% 1577
2020
Q2 		$223K Buy
+404
New +$196K ﹤0.01% 1924
2016
Q1 		– Sell
-1,049
Closed -$212K – 2177
2015
Q4 		$212K Buy
1,049
+40
+4% +$8.77K ﹤0.01% 1719
2015
Q3 		$213K Buy
+1,009
New +$223K ﹤0.01% 1617
2015
Q2 		– Sell
-973
Closed -$260K – 1698
2015
Q1 		$260K Buy
973
+39
+4% +$11.3K ﹤0.01% 1320
2014
Q4 		$270K Hold
934
– – ﹤0.01% 1277
2014
Q3 		$207K Hold
934
– – ﹤0.01% 1344
2014
Q2 		$209K Hold
934
– – ﹤0.01% 1388
2014
Q1 		$229K Sell
934
-1,000
-52% -$228K ﹤0.01% 1260
2013
Q4 		$468K Buy
1,934
+800
+71% +$192K 0.01% 989
2013
Q3 		$277K Buy
+1,134
New +$235K 0.01% 1051

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

HighTower Advisors's SAM Position: Q2 2026 in Review

HighTower Advisors reduced its Boston Beer (SAM) stake by 41% in Q2 2026, selling an estimated $183K and leaving 1,281 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

HighTower Advisors first reported a position in SAM in Q3 2013 and has held it in 27 quarters since. The position peaked at $818K in Q3 2025. 150 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • HighTower Advisors held 1,281 shares of Boston Beer worth $227K as of Q2 2026.
  • HighTower Advisors sold 900 Boston Beer shares in Q2 2026, an estimated $183K.
  • Boston Beer made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3445 holding.
  • HighTower Advisors first reported a position in Boston Beer in Q3 2013 and has held it in 27 quarters since.
  • HighTower Advisors's Boston Beer position peaked at $818K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.