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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return