HighTower Advisors
SAM icon

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
2021
Q1 		– Sell
-30
Closed -$28K – 3234
2020
Q4 		$28K Buy
+30
New +$28.8K ﹤0.01% 2459
2014
Q2 		– Sell
-20,000
Closed -$64K – 1694
2014
Q1 		$64K Buy
+20,000
New +$4.56M ﹤0.01% 1407

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

HighTower Advisors's SAM Position: Q1 2026 in Review

HighTower Advisors reduced its Boston Beer (SAM) stake by 45% in Q1 2026, selling an estimated $408K and leaving 2,181 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

HighTower Advisors first reported a position in SAM in Q3 2013 and has held it in 26 quarters since. The position peaked at $818K in Q3 2025. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • HighTower Advisors held 2,181 shares of Boston Beer worth $503K as of Q1 2026.
  • HighTower Advisors sold 1,814 Boston Beer shares in Q1 2026, an estimated $408K.
  • Boston Beer made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2705 holding.
  • HighTower Advisors first reported a position in Boston Beer in Q3 2013 and has held it in 26 quarters since.
  • HighTower Advisors's Boston Beer position peaked at $818K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.