SW
SAM icon

Simplicity Wealth’s Boston Beer SAM Stock Holding History

Simplicity Wealth’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 		$302K Buy
+1,704
New +$346K 0.01% 838

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Vanguard Capital Management
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Simplicity Wealth's SAM Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Boston Beer (SAM) in Q2 2026: 1,704 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #838 among its holdings.

331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Simplicity Wealth held 1,704 shares of Boston Beer worth $302K as of Q2 2026.
  • Boston Beer was a new Simplicity Wealth position in Q2 2026.
  • Boston Beer made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #838 holding.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.