JGC
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J. Goldman & Co’s Boston Beer SAM Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-68,693
Closed -$16.4M – 617
2025
Q1 		$16.4M Sell
68,693
-50,994
-43% -$12.4M 0.41% 83
2024
Q4 		$35.9M Buy
119,687
+85,669
+252% +$25.9M 0.94% 19
2024
Q3 		$9.84M Buy
+34,018
New +$9.48M 0.28% 107
2024
Q2 		– Sell
-32,377
Closed -$9.86M – 565
2024
Q1 		$9.86M Buy
+32,377
New +$10.8M 0.32% 103

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J. Goldman & Co's SAM Position: Q2 2025 in Review

J. Goldman & Co sold out of Boston Beer (SAM) in Q2 2025, closing a stake of 68,693 shares — an estimated $16.4M sold.

J. Goldman & Co first reported a position in SAM in Q1 2024 and held it in 4 quarters. The position peaked at $35.9M in Q4 2024. 345 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

  • J. Goldman & Co reported no remaining Boston Beer position as of Q2 2025 after selling out during the quarter.
  • J. Goldman & Co sold 68,693 Boston Beer shares in Q2 2025, an estimated $16.4M.
  • J. Goldman & Co first reported a position in Boston Beer in Q1 2024 and held it in 4 quarters.
  • J. Goldman & Co's Boston Beer position peaked at $35.9M in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.