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Indiana Trust & Investment Management’s Boston Beer SAM Stock Holding History

Indiana Trust & Investment Management’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
2025
Q3 		– Sell
-33
Closed -$6.3K – 478
2025
Q2 		$6.3K Hold
33
– – ﹤0.01% 420
2025
Q1 		$7.88K Hold
33
– – ﹤0.01% 406
2024
Q4 		$9.9K Hold
33
– – ﹤0.01% 399
2024
Q3 		$9.54K Hold
33
– – ﹤0.01% 412
2024
Q2 		$10.1K Hold
33
– – ﹤0.01% 383
2024
Q1 		$10K Hold
33
– – ﹤0.01% 384
2023
Q4 		$11.4K Hold
33
– – 0.01% 349
2023
Q3 		$12.9K Buy
+33
New +$11.6K 0.01% 342

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Indiana Trust & Investment Management's SAM Position: Q3 2025 in Review

Indiana Trust & Investment Management sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 33 shares — an estimated $6.3K sold.

Indiana Trust & Investment Management first reported a position in SAM in Q3 2023 and held it in 8 quarters. The position peaked at $12.9K in Q3 2023. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

  • Indiana Trust & Investment Management reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 33 Boston Beer shares in Q3 2025, an estimated $6.3K.
  • Indiana Trust & Investment Management first reported a position in Boston Beer in Q3 2023 and held it in 8 quarters.
  • Indiana Trust & Investment Management's Boston Beer position peaked at $12.9K in Q3 2023.
  • 355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.