JFS Wealth Advisors’s Boston Beer SAM Stock Holding History

JFS Wealth Advisors’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	$532	Hold	3	–	–	﹤0.01%	1944
2026 Q1	$692	Buy	3 +2	+200%	+$450	﹤0.01%	1733
2025 Q4	$196	Sell	1 -1	-50%	-$206	﹤0.01%	1865
2025 Q3	$423	Sell	2 -2	-50%	-$425	﹤0.01%	1782
2025 Q2	$764	Buy	+4	New	+$921	﹤0.01%	1626
2025 Q1	–	Sell	-3	Closed	-$900	–	1984
2024 Q4	$900	Buy	+3	New	+$905	﹤0.01%	1690
2024 Q3	–	Sell	-2	Closed	-$611	–	2014
2024 Q2	$611	Hold	2	–	–	﹤0.01%	1775
2024 Q1	$609	Hold	2	–	–	﹤0.01%	1750
2023 Q4	$692	Hold	2	–	–	﹤0.01%	1737
2023 Q3	$780	Buy	2 +1	+100%	+$350	﹤0.01%	1650
2023 Q2	$309	Buy	+1	New	+$322	﹤0.01%	1829
2022 Q2	–	Sell	-2	Closed	-$1K	–	1914
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	1719
2021 Q4	$1K	Buy	+2	New	+$999	﹤0.01%	1539

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JFS Wealth Advisors's SAM Position: Q2 2026 in Review

JFS Wealth Advisors held its Boston Beer (SAM) position steady in Q2 2026 at 3 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

JFS Wealth Advisors first reported a position in SAM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1K in Q1 2022. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

JFS Wealth Advisors held 3 shares of Boston Beer worth $532 as of Q2 2026.
JFS Wealth Advisors left its Boston Beer share count unchanged in Q2 2026.
Boston Beer made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1944 holding.
JFS Wealth Advisors first reported a position in Boston Beer in Q4 2021 and has held it in 13 quarters since.
JFS Wealth Advisors's Boston Beer position peaked at $1K in Q1 2022.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.