WG
SAM icon

Winton Group’s Boston Beer SAM Stock Holding History

Winton Group’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 		$5.85M Buy
33,018
+359
+1% +$72.8K 0.19% 123
2026
Q1 		$7.52M Buy
32,659
+3,228
+11% +$726K 0.26% 80
2025
Q4 		$5.74M Buy
29,431
+1,346
+5% +$278K 0.2% 162
2025
Q3 		$5.94M Buy
28,085
+25,842
+1,152% +$5.5M 0.22% 132
2025
Q2 		$428K Buy
+2,243
New +$516K 0.02% 624
2025
Q1 		– Sell
-21,572
Closed -$6.47M – 776
2024
Q4 		$6.47M Buy
+21,572
New +$6.51M 0.43% 46
2023
Q2 		– Sell
-1,569
Closed -$516K – 1070
2023
Q1 		$516K Sell
1,569
-240
-13% -$82.5K 0.03% 670
2022
Q4 		$596K Buy
+1,809
New +$656K 0.04% 578
2021
Q2 		– Sell
-198
Closed -$239K – 1504
2021
Q1 		$239K Sell
198
-69
-26% -$72.4K 0.01% 1234
2020
Q4 		$265K Sell
267
-267
-50% -$256K 0.02% 1095
2020
Q3 		$472K Buy
+534
New +$422K 0.02% 1135
2019
Q4 		– Sell
-61,780
Closed -$22.5M – 1744
2019
Q3 		$22.5M Buy
61,780
+2,374
+4% +$933K 0.27% 123
2019
Q2 		$22.4M Sell
59,406
-57,639
-49% -$18.3M 0.44% 76
2019
Q1 		$34.5M Buy
117,045
+36,923
+46% +$10.1M 0.69% 20
2018
Q4 		$19.3M Buy
80,122
+21,863
+38% +$6.11M 0.42% 68
2018
Q3 		$16.7M Buy
58,259
+36,444
+167% +$10.9M 0.35% 89
2018
Q2 		$6.54M Buy
+21,815
New +$5.32M 0.17% 228
2017
Q1 		– Sell
-2,202
Closed -$374K – 483
2016
Q4 		$374K Buy
+2,202
New +$365K 0.01% 393

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

Winton Group's SAM Position: Q2 2026 in Review

Winton Group increased its Boston Beer (SAM) stake by 1.1% in Q2 2026, buying an estimated $72.8K and bringing the position to 33,018 shares worth $5.85M. The position accounts for 0.19% of the portfolio, ranked #123.

Winton Group first reported a position in SAM in Q4 2016 and has held it in 18 quarters since. The position peaked at $34.5M in Q1 2019. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Winton Group held 33,018 shares of Boston Beer worth $5.85M as of Q2 2026.
  • Winton Group bought 359 Boston Beer shares in Q2 2026, an estimated $72.8K.
  • Boston Beer made up 0.19% of Winton Group's portfolio in Q2 2026, its #123 holding.
  • Winton Group first reported a position in Boston Beer in Q4 2016 and has held it in 18 quarters since.
  • Winton Group's Boston Beer position peaked at $34.5M in Q1 2019.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.