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NewEdge Advisors’s Boston Beer SAM Stock Holding History

NewEdge 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
Q1 		– Sell
-2
Closed -$390 – 4356
2025
Q4 		$390 Sell
2
-66
-97% -$13.6K ﹤0.01% 4092
2025
Q3 		$14.4K Buy
68
+66
+3,300% +$14K ﹤0.01% 3235
2025
Q2 		$382 Sell
2
-19
-90% -$4.37K ﹤0.01% 3826
2025
Q1 		$5.02K Hold
21
– – ﹤0.01% 3300
2024
Q4 		$6.3K Sell
21
-19
-48% -$5.73K ﹤0.01% 3170
2024
Q3 		$11.6K Hold
40
– – ﹤0.01% 2891
2024
Q2 		$12.2K Sell
40
-16
-29% -$4.58K ﹤0.01% 2783
2024
Q1 		$17K Sell
56
-19
-25% -$6.34K ﹤0.01% 2681
2023
Q4 		$25.9K Buy
75
+18
+32% +$6.31K ﹤0.01% 2473
2023
Q3 		$22.2K Buy
57
+16
+39% +$5.61K ﹤0.01% 2349
2023
Q2 		$12.6K Buy
41
+39
+1,950% +$12.5K ﹤0.01% 2538
2023
Q1 		$657 Sell
2
-39
-95% -$13.4K ﹤0.01% 3211
2022
Q4 		$12.9K Buy
+41
New +$14.9K ﹤0.01% 2285
2020
Q3 		– Sell
-1,865
Closed -$1M – 968
2020
Q2 		$1M Sell
1,865
-1,891
-50% -$916K 0.04% 356
2020
Q1 		$1.38M Buy
3,756
+1,962
+109% +$728K 0.07% 252
2019
Q4 		$677K Buy
1,794
+54
+3% +$20.3K 0.03% 444
2019
Q3 		$685K Buy
+1,740
New +$684K 0.03% 413

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's SAM Position: Q1 2026 in Review

NewEdge Advisors sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 2 shares — an estimated $390 sold.

NewEdge Advisors first reported a position in SAM in Q3 2019 and held it in 17 quarters. The position peaked at $1.38M in Q1 2020. 367 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • NewEdge Advisors reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 2 Boston Beer shares in Q1 2026, an estimated $390.
  • NewEdge Advisors first reported a position in Boston Beer in Q3 2019 and held it in 17 quarters.
  • NewEdge Advisors's Boston Beer position peaked at $1.38M in Q1 2020.
  • 367 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.