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Vision Retirement’s Boston Beer SAM Stock Holding History

Vision Retirement’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 		$14.2K Hold
80
– – ﹤0.01% 391
2026
Q1 		$18.4K Hold
80
– – 0.01% 334
2025
Q4 		$15.6K Buy
+80
New +$16.5K ﹤0.01% 365

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
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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vision Retirement's SAM Position: Q2 2026 in Review

Vision Retirement held its Boston Beer (SAM) position steady in Q2 2026 at 80 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Vision Retirement first reported a position in SAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.4K in Q1 2026. 310 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Vision Retirement held 80 shares of Boston Beer worth $14.2K as of Q2 2026.
  • Vision Retirement left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #391 holding.
  • Vision Retirement first reported a position in Boston Beer in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Boston Beer position peaked at $18.4K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.