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Plato Investment Management’s Boston Beer SAM Stock Holding History

Plato Investment 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 		$34.8K Hold
198
– – ﹤0.01% 447
2026
Q1 		$45.6K Hold
198
– – ﹤0.01% 454
2025
Q4 		$38.8K Hold
198
– – ﹤0.01% 443
2025
Q3 		$41.5K Hold
198
– – ﹤0.01% 449
2025
Q2 		$37.6K Sell
198
-232
-54% -$53.4K ﹤0.01% 458
2025
Q1 		$104K Buy
+430
New +$105K 0.01% 421

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

Plato Investment Management's SAM Position: Q2 2026 in Review

Plato Investment Management held its Boston Beer (SAM) position steady in Q2 2026 at 198 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Plato Investment Management first reported a position in SAM in Q1 2025 and has held it in 6 quarters since. The position peaked at $104K in Q1 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Plato Investment Management held 198 shares of Boston Beer worth $34.8K as of Q2 2026.
  • Plato Investment Management left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #447 holding.
  • Plato Investment Management first reported a position in Boston Beer in Q1 2025 and has held it in 6 quarters since.
  • Plato Investment Management's Boston Beer position peaked at $104K in Q1 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.