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Raymond James Financial’s
Boston Beer
SAM
Stock Holding History
Raymond James Financial’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
$496K
Sell
2,153
-1,591
-42%
-$358K
﹤0.01%
4342
2025
Q4
$731K
Buy
3,744
+1,800
+93%
+$371K
﹤0.01%
3988
2025
Q3
$411K
Buy
1,944
+799
+70%
+$170K
﹤0.01%
4236
2025
Q2
$218K
Buy
1,145
+294
+35%
+$67.7K
﹤0.01%
4472
2025
Q1
$203K
Buy
851
+42
+5%
+$10.2K
﹤0.01%
4421
2024
Q4
$243K
Buy
+809
New
+$244K
﹤0.01%
4301
Other funds holding SAM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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