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Legacy Investment Solutions’s Boston Beer SAM Stock Holding History

Legacy Investment Solutions’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
Q2 		$191 Buy
+1
New +$230 ﹤0.01% 710
2024
Q4 		$240 Hold
1
– – ﹤0.01% 706
2024
Q3 		$324 Buy
+1
New +$279 ﹤0.01% 643

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Investment Solutions's SAM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Boston Beer (SAM) in Q2 2025: 1 share worth $191. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SAM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SAM in Q3 2024 and has held it in 3 quarters since. The position peaked at $324 in Q3 2024. 345 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

  • Legacy Investment Solutions held 1 share of Boston Beer worth $191 as of Q2 2025.
  • Boston Beer was a new Legacy Investment Solutions position in Q2 2025.
  • Boston Beer made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #710 holding.
  • Legacy Investment Solutions first reported a position in Boston Beer in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Boston Beer position peaked at $324 in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.