MCM
SAM icon

MV Capital Management’s Boston Beer SAM Stock Holding History

MV 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
-11
Closed -$2.54K – 1315
2026
Q1 		$2.54K Buy
11
+4
+57% +$900 ﹤0.01% 716
2025
Q4 		$1.37K Sell
7
-1
-13% -$206 ﹤0.01% 769
2025
Q3 		$1.69K Buy
+8
New +$1.7K ﹤0.01% 725
2025
Q2 		– Sell
-2
Closed -$478 – 1119
2025
Q1 		$478 Hold
2
– – ﹤0.01% 824
2024
Q4 		$600 Hold
2
– – ﹤0.01% 793
2024
Q3 		$579 Hold
2
– – ﹤0.01% 795
2024
Q2 		$611 Buy
+2
New +$573 ﹤0.01% 722
2019
Q3 		– Sell
-8
Closed -$3K – 399
2019
Q2 		$3K Sell
8
-7
-47% -$2.22K ﹤0.01% 305
2019
Q1 		$4K Buy
+15
New +$4.1K ﹤0.01% 308
2018
Q4 		– Sell
-24
Closed -$7K – 349
2018
Q3 		$7K Buy
24
+5
+26% +$1.5K ﹤0.01% 274
2018
Q2 		$6K Buy
+19
New +$4.63K ﹤0.01% 297

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

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

MV Capital Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 11 shares — an estimated $2.54K sold.

MV Capital Management first reported a position in SAM in Q2 2018 and held it in 11 quarters. The position peaked at $7K in Q3 2018. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • MV Capital Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • MV Capital Management sold 11 Boston Beer shares in Q2 2026, an estimated $2.54K.
  • MV Capital Management first reported a position in Boston Beer in Q2 2018 and held it in 11 quarters.
  • MV Capital Management's Boston Beer position peaked at $7K in Q3 2018.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.