Jones Financial Companies
SAM icon

Jones Financial Companies’s Boston Beer SAM Stock Holding History

Jones Financial Companies’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
Q1 		$200K Sell
871
-649
-43% -$146K ﹤0.01% 2412
2025
Q4 		$297K Buy
1,520
+42
+3% +$8.66K ﹤0.01% 1729
2025
Q3 		$318K Buy
1,478
+1,126
+320% +$240K ﹤0.01% 1594
2025
Q2 		$66.9K Sell
352
-330
-48% -$76K ﹤0.01% 2109
2025
Q1 		$163K Buy
682
+109
+19% +$26.6K ﹤0.01% 1571
2024
Q4 		$172K Buy
573
+90
+19% +$27.2K ﹤0.01% 1418
2024
Q3 		$137K Buy
483
+76
+19% +$21.2K ﹤0.01% 1282
2024
Q2 		$124K Buy
+407
New +$117K ﹤0.01% 980

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's SAM Position: Q1 2026 in Review

Jones Financial Companies reduced its Boston Beer (SAM) stake by 43% in Q1 2026, selling an estimated $146K and leaving 871 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Jones Financial Companies first reported a position in SAM in Q2 2024 and has held it in 8 quarters since. The position peaked at $318K in Q3 2025. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Jones Financial Companies held 871 shares of Boston Beer worth $200K as of Q1 2026.
  • Jones Financial Companies sold 649 Boston Beer shares in Q1 2026, an estimated $146K.
  • Boston Beer made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2412 holding.
  • Jones Financial Companies first reported a position in Boston Beer in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Boston Beer position peaked at $318K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.