InceptionR’s Boston Beer SAM Stock Holding History

InceptionR’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	$440K	Buy	+2,486	New	+$504K	0.11%	350
2025 Q3	–	Sell	-1,092	Closed	-$208K	–	914
2025 Q2	$208K	Buy	+1,092	New	+$251K	0.05%	559

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

InceptionR's SAM Position: Q2 2026 in Review

InceptionR opened a new position in Boston Beer (SAM) in Q2 2026: 2,486 shares worth $440K. The stake represents 0.11% of the portfolio and ranks #350 among its holdings. This is a return to the name: InceptionR previously reported a position in SAM as recently as Q2 2025.

InceptionR first reported a position in SAM in Q2 2025 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

InceptionR held 2,486 shares of Boston Beer worth $440K as of Q2 2026.
Boston Beer was a new InceptionR position in Q2 2026.
Boston Beer made up 0.11% of InceptionR's portfolio in Q2 2026, its #350 holding.
InceptionR first reported a position in Boston Beer in Q2 2025 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.