Swiss Life Asset Management’s Boston Beer SAM Stock Holding History

Swiss Life Asset Management’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	-1,137	Closed	-$222K	–	1602
2025 Q4	$222K	Buy	+1,137	New	+$234K	﹤0.01%	1217
2021 Q4	–	Sell	-1,804	Closed	-$920K	–	566
2021 Q3	$920K	Buy	+1,804	New	+$1.23M	0.01%	470

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swiss Life Asset Management's SAM Position: Q1 2026 in Review

Swiss Life Asset Management sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 1,137 shares — an estimated $222K sold.

Swiss Life Asset Management first reported a position in SAM in Q3 2021 and held it in 2 quarters. The position peaked at $920K in Q3 2021. 368 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

Swiss Life Asset Management reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
Swiss Life Asset Management sold 1,137 Boston Beer shares in Q1 2026, an estimated $222K.
Swiss Life Asset Management first reported a position in Boston Beer in Q3 2021 and held it in 2 quarters.
Swiss Life Asset Management's Boston Beer position peaked at $920K in Q3 2021.
368 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.