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MAI Capital Management’s Boston Beer SAM Stock Holding History

MAI Capital 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
Q2 		– Sell
-705
Closed -$162K – 4214
2026
Q1 		$162K Buy
705
+652
+1,230% +$147K ﹤0.01% 1571
2025
Q4 		$10.3K Sell
53
-5
-9% -$1.03K ﹤0.01% 2828
2025
Q3 		$12.3K Sell
58
-44
-43% -$9.36K ﹤0.01% 2660
2025
Q2 		$19.5K Buy
102
+67
+191% +$15.4K ﹤0.01% 2361
2025
Q1 		$8.36K Buy
35
+2
+6% +$487 ﹤0.01% 2560
2024
Q4 		$9.9K Buy
+33
New +$9.96K ﹤0.01% 2515

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

MAI Capital Management's SAM Position: Q2 2026 in Review

MAI Capital Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 705 shares — an estimated $162K sold.

MAI Capital Management first reported a position in SAM in Q4 2024 and held it in 6 quarters. The position peaked at $162K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • MAI Capital Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 705 Boston Beer shares in Q2 2026, an estimated $162K.
  • MAI Capital Management first reported a position in Boston Beer in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Boston Beer position peaked at $162K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.