LTM
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Lotus Technology Management’s Boston Beer SAM Stock Holding History

Lotus Technology 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
Q1 		– Sell
-4,440
Closed -$866K – 133
2025
Q4 		$866K Buy
+4,440
New +$916K 0.48% 70

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Vanguard Portfolio Management
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Vanguard Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lotus Technology Management's SAM Position: Q1 2026 in Review

Lotus Technology Management sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 4,440 shares — an estimated $866K sold.

Lotus Technology Management first reported a position in SAM in Q4 2025 and held it in 1 quarter. The position peaked at $866K in Q4 2025. 369 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Lotus Technology Management reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
  • Lotus Technology Management sold 4,440 Boston Beer shares in Q1 2026, an estimated $866K.
  • Lotus Technology Management first reported a position in Boston Beer in Q4 2025 and held it in 1 quarter.
  • Lotus Technology Management's Boston Beer position peaked at $866K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Lotus Technology Management's 13F filing for Q1 2026, filed 15 May 2026.