Lazard Asset Management
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Lazard Asset Management’s Boston Beer SAM Stock Holding History

Lazard Asset 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
2025
Q4 		– Sell
-2,055
Closed -$434K – 2016
2025
Q3 		$434K Sell
2,055
-914
-31% -$194K ﹤0.01% 1390
2025
Q2 		$564K Buy
2,969
+2,206
+289% +$508K ﹤0.01% 1456
2025
Q1 		$180K Buy
763
+248
+48% +$60.4K ﹤0.01% 1653
2024
Q4 		$153K Buy
515
+48
+10% +$14.5K ﹤0.01% 1685
2024
Q3 		$134K Sell
467
-1,467
-76% -$409K ﹤0.01% 1709
2024
Q2 		$589K Buy
1,934
+1,779
+1,148% +$509K ﹤0.01% 1150
2024
Q1 		$47K Hold
155
– – ﹤0.01% 1729
2023
Q4 		$53K Hold
155
– – ﹤0.01% 1874
2023
Q3 		$60K Buy
+155
New +$54.3K ﹤0.01% 1801
2023
Q2 		– Sell
-114
Closed -$37K – 2509
2023
Q1 		$37K Sell
114
-67
-37% -$23K ﹤0.01% 1882
2022
Q4 		$59K Buy
181
+21
+13% +$7.62K ﹤0.01% 1726
2022
Q3 		$51K Hold
160
– – ﹤0.01% 1799
2022
Q2 		$48K Buy
+160
New +$55.7K ﹤0.01% 1833
2021
Q4 		– Sell
-1,319
Closed -$671K – 2434
2021
Q3 		$671K Buy
1,319
+836
+173% +$568K ﹤0.01% 1127
2021
Q2 		$492K Buy
483
+453
+1,510% +$508K ﹤0.01% 1066
2021
Q1 		$36K Buy
+30
New +$31.5K ﹤0.01% 1591
2020
Q1 		– Sell
-9
Closed -$3K – 1723
2019
Q4 		$3K Hold
9
– – ﹤0.01% 1459
2019
Q3 		$3K Buy
+9
New +$3.54K ﹤0.01% 1379
2016
Q1 		– Sell
-585
Closed -$118K – 1101
2015
Q4 		$118K Buy
585
+60
+11% +$13.2K ﹤0.01% 878
2015
Q3 		$110K Buy
525
+100
+24% +$22.1K ﹤0.01% 853
2015
Q2 		$98K Sell
425
-160
-27% -$41.1K ﹤0.01% 916
2015
Q1 		$156K Buy
585
+520
+800% +$151K ﹤0.01% 878
2014
Q4 		$18K Hold
65
– – ﹤0.01% 1049
2014
Q3 		$14K Buy
+65
New +$14.5K ﹤0.01% 966

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
GAM
Gotham Asset Management New York $43B AUM 34.97% 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

Lazard Asset Management's SAM Position: Q4 2025 in Review

Lazard Asset Management sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 2,055 shares — an estimated $434K sold.

Lazard Asset Management first reported a position in SAM in Q3 2014 and held it in 24 quarters. The position peaked at $671K in Q3 2021. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Lazard Asset Management reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Lazard Asset Management sold 2,055 Boston Beer shares in Q4 2025, an estimated $434K.
  • Lazard Asset Management first reported a position in Boston Beer in Q3 2014 and held it in 24 quarters.
  • Lazard Asset Management's Boston Beer position peaked at $671K in Q3 2021.
  • 347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.