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LRI Investments’s Boston Beer SAM Stock Holding History

LRI Investments’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 		$17.7K Hold
100
– – ﹤0.01% 794
2026
Q1 		$23K Hold
100
– – ﹤0.01% 662
2025
Q4 		$19.5K Hold
100
– – ﹤0.01% 698
2025
Q3 		$21.1K Hold
100
– – ﹤0.01% 707
2025
Q2 		$19.1K Hold
100
– – ﹤0.01% 718
2025
Q1 		$23.9K Hold
100
– – ﹤0.01% 641
2024
Q4 		$30K Hold
100
– – ﹤0.01% 606
2024
Q3 		$32.1K Hold
100
– – ﹤0.01% 579
2024
Q2 		$30.5K Hold
100
– – ﹤0.01% 548
2024
Q1 		$30.4K Buy
+100
New +$33.4K 0.01% 324

Other funds holding SAM

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LRI Investments's SAM Position: Q2 2026 in Review

LRI Investments held its Boston Beer (SAM) position steady in Q2 2026 at 100 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

LRI Investments first reported a position in SAM in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.1K in Q3 2024. 91 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • LRI Investments held 100 shares of Boston Beer worth $17.7K as of Q2 2026.
  • LRI Investments left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #794 holding.
  • LRI Investments first reported a position in Boston Beer in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Boston Beer position peaked at $32.1K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.