Simplex Trading’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Buy |
1,292
+381
| +42% | +$85.7K | ﹤0.01% | 3829 |
|
|
2025
Q4 | $178K | Buy |
911
+372
| +69% | +$76.7K | ﹤0.01% | 4347 |
|
|
2025
Q3 | $113K | Buy |
+539
| New | +$115K | ﹤0.01% | 5603 |
|
|
2025
Q1 | – | Sell |
-413
| Closed | -$101K | – | 9521 |
|
|
2024
Q4 | $123K | Buy |
+413
| New | +$125K | ﹤0.01% | 4988 |
|
|
2024
Q1 | – | Sell |
-2,140
| Closed | -$714K | – | 9738 |
|
|
2023
Q4 | $739K | Buy |
+2,140
| New | +$751K | ﹤0.01% | 3317 |
|
|
2023
Q3 | – | Sell |
-1,283
| Closed | -$450K | – | 9671 |
|
|
2023
Q2 | $395K | Buy |
+1,283
| New | +$413K | ﹤0.01% | 3553 |
|
|
2023
Q1 | – | Sell |
-876
| Closed | -$301K | – | 9989 |
|
|
2022
Q4 | $288K | Buy |
876
+766
| +696% | +$278K | ﹤0.01% | 3789 |
|
|
2022
Q3 | $35K | Hold |
110
| – | – | ﹤0.01% | 6899 |
|
|
2022
Q2 | $33K | Hold |
110
| – | – | ﹤0.01% | 7029 |
|
|
2022
Q1 | $42K | Buy |
110
+10
| +10% | +$4.17K | ﹤0.01% | 7391 |
|
|
2021
Q4 | $50K | Buy |
+100
| New | +$49.9K | ﹤0.01% | 7276 |
|
|
2021
Q2 | – | Sell |
-356
| Closed | -$400K | – | 10622 |
|
|
2021
Q1 | $429K | Buy |
356
+174
| +96% | +$183K | ﹤0.01% | 3594 |
|
|
2020
Q4 | $0 | Sell |
182
-929
| -84% | -$892K | ﹤0.01% | 8975 |
|
|
2020
Q3 | $0 | Buy |
1,111
+986
| +789% | +$779K | ﹤0.01% | 8408 |
|
|
2020
Q2 | $67K | Buy |
+125
| New | +$60.5K | ﹤0.01% | 5220 |
|
|
2020
Q1 | – | Sell |
-312
| Closed | -$116K | – | 8169 |
|
|
2019
Q4 | $117K | Buy |
+312
| New | +$118K | ﹤0.01% | 4352 |
|
|
2019
Q1 | – | Sell |
-1,131
| Closed | -$309K | – | 7751 |
|
|
2018
Q4 | $272K | Sell |
1,131
-443
| -28% | -$124K | ﹤0.01% | 2821 |
|
|
2018
Q3 | $452K | Sell |
1,574
-4,306
| -73% | -$1.29M | ﹤0.01% | 2737 |
|
|
2018
Q2 | $1.76M | Buy |
5,880
+3,730
| +173% | +$909K | 0.01% | 1254 |
|
|
2018
Q1 | $406K | Sell |
2,150
-1,540
| -42% | -$283K | 0.02% | 824 |
|
|
2017
Q4 | $705K | Buy |
3,690
+3,272
| +783% | +$585K | 0.03% | 542 |
|
|
2017
Q3 | $65K | Sell |
418
-284
| -40% | -$41.5K | ﹤0.01% | 2049 |
|
|
2017
Q2 | $92K | Buy |
+702
| New | +$98.2K | ﹤0.01% | 1826 |
|
|
2016
Q1 | – | Sell |
-942
| Closed | -$172K | – | 6143 |
|
|
2015
Q4 | $190K | Buy |
942
+275
| +41% | +$60.3K | 0.01% | 912 |
|
|
2015
Q3 | $140K | Buy |
+667
| New | +$148K | 0.01% | 1145 |
|
|
2015
Q2 | – | Sell |
-4,762
| Closed | -$1.22M | – | 5769 |
|
|
2015
Q1 | $1.27M | Buy |
+4,762
| New | +$1.38M | 0.15% | 132 |
|
Other funds holding SAM
VPM
VCM
QCM
Simplex Trading's SAM Position: Q1 2026 in Review
Simplex Trading increased its Boston Beer (SAM) stake by 42% in Q1 2026, buying an estimated $85.7K and bringing the position to 1,292 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #3829.
Simplex Trading first reported a position in SAM in Q1 2015 and has held it in 26 quarters since. The position peaked at $1.76M in Q2 2018. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.
- Simplex Trading held 1,292 shares of Boston Beer worth $298K as of Q1 2026.
- Simplex Trading bought 381 Boston Beer shares in Q1 2026, an estimated $85.7K.
- Boston Beer made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3829 holding.
- Simplex Trading first reported a position in Boston Beer in Q1 2015 and has held it in 26 quarters since.
- Simplex Trading's Boston Beer position peaked at $1.76M in Q2 2018.
- 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.