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Legacy Wealth Management (Idaho)’s Boston Beer SAM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1
Closed -$231 – 792
2026
Q1 		$231 Hold
1
– – ﹤0.01% 983
2025
Q4 		$196 Hold
1
– – ﹤0.01% 871
2025
Q3 		$212 Hold
1
– – ﹤0.01% 734
2025
Q2 		$191 Hold
1
– – ﹤0.01% 710
2025
Q1 		$239 Hold
1
– – ﹤0.01% 758
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 $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

Legacy Wealth Management (Idaho)'s SAM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1 share — an estimated $231 sold.

Legacy Wealth Management (Idaho) first reported a position in SAM in Q3 2024 and held it in 7 quarters. The position peaked at $324 in Q3 2024. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1 Boston Beer share in Q2 2026, an estimated $231.
  • Legacy Wealth Management (Idaho) first reported a position in Boston Beer in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Boston Beer position peaked at $324 in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.