IRC
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Investors Research Corp’s Boston Beer SAM Stock Holding History

Investors Research Corp’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 		$193K Sell
1,092
-33
-3% -$6.69K 0.03% 273
2026
Q1 		$259K Sell
1,125
-25
-2% -$5.62K 0.05% 234
2025
Q4 		$224K Sell
1,150
-175
-13% -$36.1K 0.04% 281
2025
Q3 		$280K Hold
1,325
– – 0.05% 264
2025
Q2 		$253K Hold
1,325
– – 0.05% 275
2025
Q1 		$316K Buy
1,325
+150
+13% +$36.5K 0.07% 243
2024
Q4 		$352K Sell
1,175
-200
-15% -$60.4K 0.08% 236
2024
Q3 		$398K Hold
1,375
– – 0.09% 236
2024
Q2 		$419K Hold
1,375
– – 0.1% 224
2024
Q1 		$419K Buy
1,375
+250
+22% +$83.4K 0.1% 231
2023
Q4 		$389K Sell
1,125
-325
-22% -$114K 0.09% 244
2023
Q3 		$565K Hold
1,450
– – 0.15% 179
2023
Q2 		$447K Hold
1,450
– – 0.11% 227
2023
Q1 		$477K Sell
1,450
-52
-3% -$17.9K 0.12% 215
2022
Q4 		$495K Sell
1,502
-25
-2% -$9.07K 0.13% 208
2022
Q3 		$494K Hold
1,527
– – 0.15% 186
2022
Q2 		$463K Buy
1,527
+1
+0.1% +$348 0.14% 204
2022
Q1 		$593K Buy
+1,526
New +$636K 0.17% 169

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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Investors Research Corp's SAM Position: Q2 2026 in Review

Investors Research Corp reduced its Boston Beer (SAM) stake by 2.9% in Q2 2026, selling an estimated $6.69K and leaving 1,092 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #273.

Investors Research Corp first reported a position in SAM in Q1 2022 and has held it in 18 quarters since. The position peaked at $593K in Q1 2022. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Investors Research Corp held 1,092 shares of Boston Beer worth $193K as of Q2 2026.
  • Investors Research Corp sold 33 Boston Beer shares in Q2 2026, an estimated $6.69K.
  • Boston Beer made up 0.03% of Investors Research Corp's portfolio in Q2 2026, its #273 holding.
  • Investors Research Corp first reported a position in Boston Beer in Q1 2022 and has held it in 18 quarters since.
  • Investors Research Corp's Boston Beer position peaked at $593K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.