Ray Dalio
SAM icon

Ray Dalio’s Boston Beer SAM Stock Holding History

Ray Dalio’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 		$426K Sell
1,851
-3,312
-64% -$745K ﹤0.01% 910
2025
Q4 		$1.01M Sell
5,163
-5,662
-52% -$1.17M ﹤0.01% 881
2025
Q3 		$2.29M Buy
+10,825
New +$2.3M 0.01% 700
2025
Q1 		– Sell
-2,013
Closed -$604K – 782
2024
Q4 		$604K Sell
2,013
-379
-16% -$114K ﹤0.01% 564
2024
Q3 		$692K Sell
2,392
-442
-16% -$123K ﹤0.01% 654
2024
Q2 		$865K Sell
2,834
-10,033
-78% -$2.87M ﹤0.01% 688
2024
Q1 		$3.92M Sell
12,867
-3,225
-20% -$1.08M 0.02% 409
2023
Q4 		$5.56M Buy
16,092
+8,637
+116% +$3.03M 0.03% 351
2023
Q3 		$2.9M Sell
7,455
-9,898
-57% -$3.47M 0.02% 444
2023
Q2 		$5.35M Sell
17,353
-1,172
-6% -$377K 0.03% 295
2023
Q1 		$6.09M Sell
18,525
-5,020
-21% -$1.73M 0.04% 278
2022
Q4 		$7.76M Sell
23,545
-4,235
-15% -$1.54M 0.04% 280
2022
Q3 		$8.99M Sell
27,780
-1,443
-5% -$499K 0.05% 269
2022
Q2 		$8.85M Buy
29,223
+7,333
+33% +$2.55M 0.04% 360
2022
Q1 		$8.5M Buy
21,890
+1,830
+9% +$763K 0.03% 331
2021
Q4 		$10.1M Sell
20,060
-3,822
-16% -$1.91M 0.06% 188
2021
Q3 		$12.2M Buy
23,882
+1,321
+6% +$898K 0.07% 174
2021
Q2 		$23M Buy
22,561
+7,438
+49% +$8.35M 0.15% 117
2021
Q1 		$18.2M Buy
15,123
+2,364
+19% +$2.48M 0.16% 112
2020
Q4 		$12.7M Buy
12,759
+7,173
+128% +$6.88M 0.11% 103
2020
Q3 		$4.93M Buy
+5,586
New +$4.41M 0.06% 140

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

Ray Dalio's SAM Position: Q1 2026 in Review

Ray Dalio reduced its Boston Beer (SAM) stake by 64% in Q1 2026, selling an estimated $745K and leaving 1,851 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Ray Dalio first reported a position in SAM in Q3 2020 and has held it in 21 quarters since. The position peaked at $23M in Q2 2021. 368 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Ray Dalio held 1,851 shares of Boston Beer worth $426K as of Q1 2026.
  • Ray Dalio sold 3,312 Boston Beer shares in Q1 2026, an estimated $745K.
  • Boston Beer made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #910 holding.
  • Ray Dalio first reported a position in Boston Beer in Q3 2020 and has held it in 21 quarters since.
  • Ray Dalio's Boston Beer position peaked at $23M in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.