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Steward Partners Investment Advisory’s Boston Beer SAM Stock Holding History

Steward Partners Investment Advisory’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 		$55.2K Sell
312
-19
-6% -$3.85K ﹤0.01% 2890
2026
Q1 		$76.3K Sell
331
-200
-38% -$45K ﹤0.01% 2539
2025
Q4 		$104K Buy
531
+1
+0.2% +$206 ﹤0.01% 2271
2025
Q3 		$112K Sell
530
-30
-5% -$6.38K ﹤0.01% 2163
2025
Q2 		$107K Hold
560
– – ﹤0.01% 2071
2025
Q1 		$134K Sell
560
-28
-5% -$6.82K ﹤0.01% 1845
2024
Q4 		$176K Buy
588
+297
+102% +$89.6K ﹤0.01% 1689
2024
Q3 		$84.1K Hold
291
– – ﹤0.01% 1968
2024
Q2 		$88.8K Hold
291
– – ﹤0.01% 1840
2024
Q1 		$88.6K Sell
291
-15
-5% -$5K ﹤0.01% 1831
2023
Q4 		$106K Buy
306
+25
+9% +$8.77K ﹤0.01% 1671
2023
Q3 		$109K Hold
281
– – ﹤0.01% 1532
2023
Q2 		$86.7K Hold
281
– – ﹤0.01% 1653
2023
Q1 		$92.4K Buy
281
+36
+15% +$12.4K ﹤0.01% 1621
2022
Q4 		$80.7K Sell
245
-110
-31% -$39.9K ﹤0.01% 1632
2022
Q3 		$115K Sell
355
-2
-0.6% -$692 ﹤0.01% 1441
2022
Q2 		$108K Sell
357
-26
-7% -$9.05K ﹤0.01% 1458
2022
Q1 		$149K Buy
383
+12
+3% +$5K ﹤0.01% 1420
2021
Q4 		$187K Buy
371
+107
+41% +$53.4K ﹤0.01% 1342
2021
Q3 		$135K Buy
264
+176
+200% +$120K ﹤0.01% 1434
2021
Q2 		$90K Buy
88
+40
+83% +$44.9K ﹤0.01% 2411
2021
Q1 		$57.9K Buy
+48
New +$50.4K ﹤0.01% 1908
2018
Q4 		– Sell
-25
Closed -$7K – 1886
2018
Q3 		$7K Hold
25
– – ﹤0.01% 2028
2018
Q2 		$7K Hold
25
– – ﹤0.01% 1883
2018
Q1 		$4K Hold
25
– – ﹤0.01% 1865
2017
Q4 		$4K Hold
25
– – ﹤0.01% 1582
2017
Q3 		$3K Sell
25
-14
-36% -$2.04K ﹤0.01% 1427
2017
Q2 		$5K Hold
39
– – ﹤0.01% 1228
2017
Q1 		$5K Buy
+39
New +$6.1K ﹤0.01% 1131

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

Steward Partners Investment Advisory's SAM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Boston Beer (SAM) stake by 5.7% in Q2 2026, selling an estimated $3.85K and leaving 312 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

Steward Partners Investment Advisory first reported a position in SAM in Q1 2017 and has held it in 29 quarters since. The position peaked at $187K in Q4 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Steward Partners Investment Advisory held 312 shares of Boston Beer worth $55.2K as of Q2 2026.
  • Steward Partners Investment Advisory sold 19 Boston Beer shares in Q2 2026, an estimated $3.85K.
  • Boston Beer made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2890 holding.
  • Steward Partners Investment Advisory first reported a position in Boston Beer in Q1 2017 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Boston Beer position peaked at $187K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.