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Yousif Capital Management’s Boston Beer SAM Stock Holding History

Yousif Capital 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
Q2 		$245K Sell
1,384
-130
-9% -$26.4K ﹤0.01% 1564
2026
Q1 		$349K Sell
1,514
-139
-8% -$31.3K ﹤0.01% 1563
2025
Q4 		$360K Sell
1,653
-17
-1% -$3.5K ﹤0.01% 1562
2025
Q3 		$353K Sell
1,670
-260
-13% -$55.3K ﹤0.01% 1566
2025
Q2 		$368K Sell
1,930
-128
-6% -$29.5K ﹤0.01% 1584
2025
Q1 		$492K Sell
2,058
-80
-4% -$19.5K 0.01% 1437
2024
Q4 		$641K Sell
2,138
-159
-7% -$48K 0.01% 1374
2024
Q3 		$664K Sell
2,297
-505
-18% -$141K 0.01% 1372
2024
Q2 		$855K Sell
2,802
-433
-13% -$124K 0.01% 1219
2024
Q1 		$985K Sell
3,235
-6
-0.2% -$2K 0.01% 1208
2023
Q4 		$1.12M Sell
3,241
-75
-2% -$26.3K 0.01% 1167
2023
Q3 		$1.29M Sell
3,316
-170
-5% -$59.6K 0.02% 996
2023
Q2 		$1.08M Sell
3,486
-156
-4% -$50.2K 0.01% 1113
2023
Q1 		$1.2M Sell
3,642
-60
-2% -$20.6K 0.02% 1056
2022
Q4 		$1.22M Sell
3,702
-46
-1% -$16.7K 0.02% 1060
2022
Q3 		$1.21M Sell
3,748
-393
-9% -$136K 0.02% 1067
2022
Q2 		$1.25M Buy
4,141
+328
+9% +$114K 0.02% 1109
2022
Q1 		$1.48M Buy
3,813
+10
+0.3% +$4.17K 0.02% 1150
2021
Q4 		$1.92M Buy
+3,803
New +$1.9M 0.02% 999

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
BWM
BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

Yousif Capital Management's SAM Position: Q2 2026 in Review

Yousif Capital Management reduced its Boston Beer (SAM) stake by 8.6% in Q2 2026, selling an estimated $26.4K and leaving 1,384 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Yousif Capital Management first reported a position in SAM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2021. 150 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Yousif Capital Management held 1,384 shares of Boston Beer worth $245K as of Q2 2026.
  • Yousif Capital Management sold 130 Boston Beer shares in Q2 2026, an estimated $26.4K.
  • Boston Beer made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1564 holding.
  • Yousif Capital Management first reported a position in Boston Beer in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Boston Beer position peaked at $1.92M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.