HM Payson & Co’s Boston Beer SAM Stock Holding History

HM Payson & Co’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	$26.6K	Hold	150	–	–	﹤0.01%	823
2026 Q1	$34.6K	Hold	150	–	–	﹤0.01%	767
2025 Q4	$29.3K	Hold	150	–	–	﹤0.01%	782
2025 Q3	$31.7K	Hold	150	–	–	﹤0.01%	770
2025 Q2	$28.6K	Hold	150	–	–	﹤0.01%	736
2025 Q1	$35.8K	Hold	150	–	–	﹤0.01%	698
2024 Q4	$45K	Hold	150	–	–	﹤0.01%	658
2024 Q3	$43.4K	Hold	150	–	–	﹤0.01%	653
2024 Q2	$45.8K	Hold	150	–	–	﹤0.01%	616
2024 Q1	$45.7K	Hold	150	–	–	﹤0.01%	609
2023 Q4	$51.8K	Hold	150	–	–	﹤0.01%	594
2023 Q3	$58.4K	Hold	150	–	–	﹤0.01%	557
2023 Q2	$46.3K	Hold	150	–	–	﹤0.01%	589
2023 Q1	$49.3K	Hold	150	–	–	﹤0.01%	570
2022 Q4	$49.4K	Hold	150	–	–	﹤0.01%	552
2022 Q3	$49K	Hold	150	–	–	﹤0.01%	579
2022 Q2	$45K	Hold	150	–	–	﹤0.01%	599
2022 Q1	$58K	Buy	150 +80	+114%	+$33.4K	﹤0.01%	575
2021 Q4	$35K	Hold	70	–	–	﹤0.01%	675
2021 Q3	$36K	Hold	70	–	–	﹤0.01%	651
2021 Q2	$71K	Sell	70 -30	-30%	-$33.7K	﹤0.01%	532
2021 Q1	$121K	Hold	100	–	–	﹤0.01%	458
2020 Q4	$99K	Hold	100	–	–	﹤0.01%	477
2020 Q3	$88K	Hold	100	–	–	﹤0.01%	469
2020 Q2	$54K	Hold	100	–	–	﹤0.01%	513
2020 Q1	$37K	Hold	100	–	–	﹤0.01%	540
2019 Q4	$38K	Hold	100	–	–	﹤0.01%	625
2019 Q3	$36K	Hold	100	–	–	﹤0.01%	644
2019 Q2	$38K	Buy	+100	New	+$31.7K	﹤0.01%	641

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

HM Payson & Co's SAM Position: Q2 2026 in Review

HM Payson & Co held its Boston Beer (SAM) position steady in Q2 2026 at 150 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

HM Payson & Co first reported a position in SAM in Q2 2019 and has held it in 29 quarters since. The position peaked at $121K in Q1 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

HM Payson & Co held 150 shares of Boston Beer worth $26.6K as of Q2 2026.
HM Payson & Co left its Boston Beer share count unchanged in Q2 2026.
Boston Beer made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #823 holding.
HM Payson & Co first reported a position in Boston Beer in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's Boston Beer position peaked at $121K in Q1 2021.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.