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ENVESTNET ASSET MANAGEMENT INC

Position in SAM — Boston Beer Co Inc

CIK 1407543 Berwyn, PA

Position in SAM

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$741,755
-$30,085 QoQ
Shares Held
4,190
+25.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 331 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SAM Over Time

Shares Held

Position Value (USD)

Position in Beverages - Brewers

Consumer Defensive · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $132,199,005 across 7 Beverages - Brewers names. SAM ranks #7 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 SAM
Boston Beer Co Inc
This page
4,190 $741,755

All Filings in SAM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $741,755 4,190
2026-03-31 $771,840 3,350
2025-12-31 $597,292 3,061
2025-09-30 $919,677 4,350
2025-06-30 $1,383,754 7,252
2025-03-31 $1,890,896 7,917
2024-12-31 $1,615,692 5,386
2024-09-30 $1,661,398 5,746
2024-06-30 $1,727,193 5,662
2024-03-31 $4,777,567 15,694
2023-12-31 $5,515,961 15,961
2023-09-30 $6,321,682 16,229
2023-06-30 $3,334,544 10,811
2023-03-31 $3,389,225 10,311
2022-12-31 $6,799,974 20,636
2022-09-30 $7,026,765 21,711
2022-06-30 $6,788,042 22,405
2022-03-31 $7,579,438 19,511
2021-12-31 $1,282,448 2,539
2021-09-30 $921,118 1,807
2021-06-30 $4,622,182 4,528
2021-03-31 $5,336,582 4,424
2020-12-31 $3,572,483 3,593
2020-09-30 $3,636,793 4,117
2020-06-30 $2,167,529 4,039
2020-03-31 $713,066 1,940