Nisa Investment Advisors
SAM icon

Nisa Investment Advisors’s Boston Beer SAM Stock Holding History

Nisa Investment 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 		$93.3K Hold
405
– – ﹤0.01% 1454
2025
Q4 		$79K Sell
405
-5
-1% -$1.03K ﹤0.01% 1503
2025
Q3 		$86.7K Buy
410
+5
+1% +$1.06K ﹤0.01% 1478
2025
Q2 		$77.3K Sell
405
-52
-11% -$12K ﹤0.01% 1477
2025
Q1 		$109K Sell
457
-8
-2% -$1.95K ﹤0.01% 1380
2024
Q4 		$139K Hold
465
– – ﹤0.01% 1384
2024
Q3 		$134K Hold
465
– – ﹤0.01% 1368
2024
Q2 		$142K Sell
465
-1,454
-76% -$416K ﹤0.01% 1393
2024
Q1 		$584K Sell
1,919
-13
-0.7% -$4.34K ﹤0.01% 1028
2023
Q4 		$668K Hold
1,932
– – ﹤0.01% 967
2023
Q3 		$753K Buy
1,932
+9
+0.5% +$3.15K 0.01% 948
2023
Q2 		$593K Sell
1,923
-1
-0.1% -$322 ﹤0.01% 1029
2023
Q1 		$632K Buy
1,924
+1,486
+339% +$511K ﹤0.01% 990
2022
Q4 		$144K Buy
438
+25
+6% +$9.07K ﹤0.01% 1443
2022
Q3 		$134K Buy
413
+8
+2% +$2.77K ﹤0.01% 1379
2022
Q2 		$123K Hold
405
– – ﹤0.01% 1436
2022
Q1 		$157K Sell
405
-1,020
-72% -$425K ﹤0.01% 1474
2021
Q4 		$600K Sell
1,425
-50
-3% -$25K ﹤0.01% 975
2021
Q3 		$752 Sell
1,475
-330
-18% -$224K ﹤0.01% 1006
2021
Q2 		$1.84K Sell
1,805
-700
-28% -$786K 0.01% 736
2021
Q1 		$3.02K Hold
2,505
– – 0.02% 604
2020
Q4 		$2.49M Buy
2,505
+1,350
+117% +$1.3M 0.02% 633
2020
Q3 		$1.02M Hold
1,155
– – 0.01% 803
2020
Q2 		$620K Sell
1,155
-5
-0.4% -$2.42K 0.01% 944
2020
Q1 		$426K Buy
1,160
+210
+22% +$77.9K ﹤0.01% 967
2019
Q4 		$359K Sell
950
-2,000
-68% -$753K ﹤0.01% 1195
2019
Q3 		$1.07M Hold
2,950
– – 0.01% 848
2019
Q2 		$1.11M Hold
2,950
– – 0.01% 818
2019
Q1 		$869K Buy
2,950
+50
+2% +$13.7K 0.01% 886
2018
Q4 		$698K Hold
2,900
– – 0.01% 898
2018
Q3 		$834K Hold
2,900
– – 0.01% 949
2018
Q2 		$869K Hold
2,900
– – 0.01% 882
2018
Q1 		$496K Hold
2,900
– – 0.01% 1024
2017
Q4 		$554K Hold
2,900
– – 0.01% 1011
2017
Q3 		$453K Hold
2,900
– – 0.01% 1056
2017
Q2 		$404K Hold
2,900
– – ﹤0.01% 1078
2017
Q1 		$419K Sell
2,900
-50
-2% -$7.83K 0.01% 1082
2016
Q4 		$501K Sell
2,950
-150
-5% -$24.8K 0.01% 1036
2016
Q3 		$481K Hold
3,100
– – 0.01% 1020
2016
Q2 		$530K Buy
3,100
+100
+3% +$16.2K 0.01% 963
2016
Q1 		$555K Sell
3,000
-200
-6% -$36.5K 0.01% 964
2015
Q4 		$646K Sell
3,200
-4,000
-56% -$877K 0.01% 885
2015
Q3 		$1.52M Buy
7,200
+3,950
+122% +$874K 0.02% 614
2015
Q2 		$754K Hold
3,250
– – 0.01% 882
2015
Q1 		$869K Buy
3,250
+100
+3% +$29K 0.01% 842
2014
Q4 		$912K Sell
3,150
-150
-5% -$38K 0.01% 816
2014
Q3 		$732K Sell
3,300
-500
-13% -$112K 0.01% 888
2014
Q2 		$849K Buy
3,800
+100
+3% +$22.8K 0.01% 861
2014
Q1 		$906K Sell
3,700
-2,200
-37% -$501K 0.01% 835
2013
Q4 		$1.43M Buy
5,900
+2,100
+55% +$504K 0.02% 665
2013
Q3 		$928K Buy
3,800
+500
+15% +$103K 0.01% 794
2013
Q2 		$563K Buy
+3,300
New +$523K 0.01% 970

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's SAM Position: Q1 2026 in Review

Nisa Investment Advisors held its Boston Beer (SAM) position steady in Q1 2026 at 405 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Nisa Investment Advisors first reported a position in SAM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.49M in Q4 2020. 368 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Nisa Investment Advisors held 405 shares of Boston Beer worth $93.3K as of Q1 2026.
  • Nisa Investment Advisors left its Boston Beer share count unchanged in Q1 2026.
  • Boston Beer made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1454 holding.
  • Nisa Investment Advisors first reported a position in Boston Beer in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Boston Beer position peaked at $2.49M in Q4 2020.
  • 368 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.