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	-17,200	Closed	-$4.11M	–	616
2025 Q1	$4.11M	Buy	+17,200	New	+$4.19M	0.1%	227

Other funds holding SAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

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.