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Roman Butler Fullerton & Co’s Boston Beer SAM Stock Holding History

Roman Butler Fullerton & Co’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
-920
Closed -$204K – 281
2025
Q4 		$204K Buy
+920
New +$190K 0.05% 262
2021
Q3 		– Sell
-200
Closed -$204K – 193
2021
Q2 		$204K Buy
+200
New +$224K 0.1% 182

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 $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

Roman Butler Fullerton & Co's SAM Position: Q1 2026 in Review

Roman Butler Fullerton & Co sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 920 shares — an estimated $204K sold.

Roman Butler Fullerton & Co first reported a position in SAM in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 370 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Roman Butler Fullerton & Co reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 920 Boston Beer shares in Q1 2026, an estimated $204K.
  • Roman Butler Fullerton & Co first reported a position in Boston Beer in Q2 2021 and held it in 2 quarters.
  • Roman Butler Fullerton & Co's Boston Beer position peaked at $204K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.