HI
SAM icon

Horizon Investments’s Boston Beer SAM Stock Holding History

Horizon 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
Q2 		$58.6K Sell
331
-5,683
-94% -$1.15M ﹤0.01% 1143
2026
Q1 		$1.39M Buy
+6,014
New +$1.35M 0.02% 574

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

Horizon Investments's SAM Position: Q2 2026 in Review

Horizon Investments reduced its Boston Beer (SAM) stake by 94% in Q2 2026, selling an estimated $1.15M and leaving 331 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Horizon Investments first reported a position in SAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.39M in Q1 2026. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Horizon Investments held 331 shares of Boston Beer worth $58.6K as of Q2 2026.
  • Horizon Investments sold 5,683 Boston Beer shares in Q2 2026, an estimated $1.15M.
  • Boston Beer made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1143 holding.
  • Horizon Investments first reported a position in Boston Beer in Q1 2026 and has held it in 2 quarters since.
  • Horizon Investments's Boston Beer position peaked at $1.39M in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.