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West Branch Capital’s Boston Beer SAM Stock Holding History

West Branch Capital’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 		$8.85K Hold
50
– – ﹤0.01% 241
2026
Q1 		$11.5K Hold
50
– – ﹤0.01% 220
2025
Q4 		$9.76K Hold
50
– – ﹤0.01% 266
2025
Q3 		$10.6K Hold
50
– – ﹤0.01% 267
2025
Q2 		$9.54K Hold
50
– – ﹤0.01% 277
2025
Q1 		$11.9K Hold
50
– – ﹤0.01% 264
2024
Q4 		$15K Hold
50
– – ﹤0.01% 239
2024
Q3 		$14.5K Hold
50
– – 0.01% 245
2024
Q2 		$15.3K Hold
50
– – 0.01% 241
2024
Q1 		$15.2K Hold
50
– – 0.01% 244
2023
Q4 		$17.3K Hold
50
– – 0.01% 237
2023
Q3 		$19.5K Hold
50
– – 0.01% 225
2023
Q2 		$15.4K Hold
50
– – 0.01% 247
2023
Q1 		$16.4K Hold
50
– – 0.01% 248
2022
Q4 		$16.5K Hold
50
– – 0.01% 241
2022
Q3 		$16K Hold
50
– – 0.01% 246
2022
Q2 		$15K Hold
50
– – 0.01% 248
2022
Q1 		$19K Hold
50
– – 0.01% 246
2021
Q4 		$25K Hold
50
– – 0.01% 248
2021
Q3 		$25K Hold
50
– – 0.01% 234
2021
Q2 		$51K Buy
+50
New +$56.1K 0.03% 195

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

West Branch Capital's SAM Position: Q2 2026 in Review

West Branch Capital held its Boston Beer (SAM) position steady in Q2 2026 at 50 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

West Branch Capital first reported a position in SAM in Q2 2021 and has held it in 21 quarters since. The position peaked at $51K in Q2 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • West Branch Capital held 50 shares of Boston Beer worth $8.85K as of Q2 2026.
  • West Branch Capital left its Boston Beer share count unchanged in Q2 2026.
  • Boston Beer made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #241 holding.
  • West Branch Capital first reported a position in Boston Beer in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Boston Beer position peaked at $51K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.