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Larson Financial Group’s Boston Beer SAM Stock Holding History

Larson Financial Group’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 		$25K Sell
141
-30
-18% -$6.08K ﹤0.01% 1887
2026
Q1 		$39.4K Buy
171
+166
+3,320% +$37.3K ﹤0.01% 1477
2025
Q4 		$976 Sell
5
-5
-50% -$1.03K ﹤0.01% 2963
2025
Q3 		$2.11K Buy
10
+9
+900% +$1.92K ﹤0.01% 2686
2025
Q2 		$191 Sell
1
-71
-99% -$16.3K ﹤0.01% 3066
2025
Q1 		$17.2K Buy
+72
New +$17.5K ﹤0.01% 1423

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

Larson Financial Group's SAM Position: Q2 2026 in Review

Larson Financial Group reduced its Boston Beer (SAM) stake by 18% in Q2 2026, selling an estimated $6.08K and leaving 141 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Larson Financial Group first reported a position in SAM in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.4K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Larson Financial Group held 141 shares of Boston Beer worth $25K as of Q2 2026.
  • Larson Financial Group sold 30 Boston Beer shares in Q2 2026, an estimated $6.08K.
  • Boston Beer made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1887 holding.
  • Larson Financial Group first reported a position in Boston Beer in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Boston Beer position peaked at $39.4K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.