Mercer Global Advisors
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Mercer Global Advisors’s Boston Beer SAM Stock Holding History

Mercer Global Advisors’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 		$798K Sell
4,506
-3,209
-42% -$651K ﹤0.01% 1924
2026
Q1 		$1.78M Buy
7,715
+4,623
+150% +$1.04M ﹤0.01% 1248
2025
Q4 		$603K Sell
3,092
-3,292
-52% -$679K ﹤0.01% 1743
2025
Q3 		$1.35M Buy
6,384
+5,150
+417% +$1.1M ﹤0.01% 1225
2025
Q2 		$235K Buy
+1,234
New +$284K ﹤0.01% 1997
2025
Q1 		– Sell
-1,286
Closed -$386K – 2241
2024
Q4 		$386K Buy
+1,286
New +$388K ﹤0.01% 1600
2024
Q3 		– Sell
-3,473
Closed -$532K – 2039
2024
Q2 		$532K Buy
+3,473
New +$995K ﹤0.01% 1278
2022
Q1 		– Sell
-561
Closed -$283K – 1938
2021
Q4 		$283K Buy
561
+111
+25% +$55.4K ﹤0.01% 1499
2021
Q3 		$229K Sell
450
-686
-60% -$466K ﹤0.01% 1552
2021
Q2 		$1.16M Buy
1,136
+168
+17% +$189K 0.01% 769
2021
Q1 		$1.17M Buy
968
+142
+17% +$149K 0.01% 724
2020
Q4 		$821K Sell
826
-130
-14% -$125K 0.01% 673
2020
Q3 		$844K Buy
+956
New +$755K 0.01% 599

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

Mercer Global Advisors's SAM Position: Q2 2026 in Review

Mercer Global Advisors reduced its Boston Beer (SAM) stake by 42% in Q2 2026, selling an estimated $651K and leaving 4,506 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Mercer Global Advisors first reported a position in SAM in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.78M in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Mercer Global Advisors held 4,506 shares of Boston Beer worth $798K as of Q2 2026.
  • Mercer Global Advisors sold 3,209 Boston Beer shares in Q2 2026, an estimated $651K.
  • Boston Beer made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1924 holding.
  • Mercer Global Advisors first reported a position in Boston Beer in Q3 2020 and has held it in 13 quarters since.
  • Mercer Global Advisors's Boston Beer position peaked at $1.78M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.