IAGL
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Innovative Advisory Group, LLC’s Boston Beer SAM Stock Holding History

Innovative Advisory Group, LLC’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
-1
Closed -$195 – 185
2025
Q4 		$195 Hold
1
– – ﹤0.01% 235
2025
Q3 		$211 Hold
1
– – ﹤0.01% 239
2025
Q2 		$191 Hold
1
– – ﹤0.01% 239
2025
Q1 		$239 Hold
1
– – ﹤0.01% 221
2024
Q4 		$300 Buy
+1
New +$302 ﹤0.01% 209

Other funds holding SAM

BlackRock
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Advisory Group, LLC's SAM Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 1 share — an estimated $195 sold.

Innovative Advisory Group, LLC first reported a position in SAM in Q4 2024 and held it in 5 quarters. The position peaked at $300 in Q4 2024. 370 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1 Boston Beer share in Q1 2026, an estimated $195.
  • Innovative Advisory Group, LLC first reported a position in Boston Beer in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Boston Beer position peaked at $300 in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.