RIL
SAM icon

Rothschild Investment LLC’s Boston Beer SAM Stock Holding History

Rothschild Investment 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
Q2 		$23.2K Sell
131
-702
-84% -$142K ﹤0.01% 1503
2026
Q1 		$192K Buy
833
+22
+3% +$4.95K 0.01% 684
2025
Q4 		$158K Sell
811
-243
-23% -$50.1K 0.01% 695
2025
Q3 		$223K Buy
+1,054
New +$224K 0.01% 569

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rothschild Investment LLC's SAM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Boston Beer (SAM) stake by 84% in Q2 2026, selling an estimated $142K and leaving 131 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Rothschild Investment LLC first reported a position in SAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q3 2025. 244 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Rothschild Investment LLC held 131 shares of Boston Beer worth $23.2K as of Q2 2026.
  • Rothschild Investment LLC sold 702 Boston Beer shares in Q2 2026, an estimated $142K.
  • Boston Beer made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1503 holding.
  • Rothschild Investment LLC first reported a position in Boston Beer in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Boston Beer position peaked at $223K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.