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
Q3 		$174K Sell
1,059
-33
-3% -$5.85K 0.03% 288
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

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Investors Research Corp's SAM Position: Q3 2026 in Review

Investors Research Corp reduced its Boston Beer (SAM) stake by 3% in Q3 2026, selling an estimated $5.85K and leaving 1,059 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #288.

Investors Research Corp first reported a position in SAM in Q1 2022 and has held it in 19 quarters since. The position peaked at $593K in Q1 2022. 14 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Investors Research Corp held 1,059 shares of Boston Beer worth $174K as of Q3 2026.
  • Investors Research Corp sold 33 Boston Beer shares in Q3 2026, an estimated $5.85K.
  • Boston Beer made up 0.03% of Investors Research Corp's portfolio in Q3 2026, its #288 holding.
  • Investors Research Corp first reported a position in Boston Beer in Q1 2022 and has held it in 19 quarters since.
  • Investors Research Corp's Boston Beer position peaked at $593K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.