JWM
SAM icon

JPL Wealth Management’s Boston Beer SAM Stock Holding History

JPL Wealth Management’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 		$355 Sell
2
-6
-75% -$1.22K ﹤0.01% 1444
2026
Q1 		$1.84K Buy
+8
New +$1.8K ﹤0.01% 1004

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JPL Wealth Management's SAM Position: Q2 2026 in Review

JPL Wealth Management reduced its Boston Beer (SAM) stake by 75% in Q2 2026, selling an estimated $1.22K and leaving 2 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

JPL Wealth Management first reported a position in SAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.84K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • JPL Wealth Management held 2 shares of Boston Beer worth $355 as of Q2 2026.
  • JPL Wealth Management sold 6 Boston Beer shares in Q2 2026, an estimated $1.22K.
  • Boston Beer made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1444 holding.
  • JPL Wealth Management first reported a position in Boston Beer in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Boston Beer position peaked at $1.84K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.