Ken Fisher's SAM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 231,467 shares of The Boston Beer Company, Inc. (SAM) worth $48.94 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SAM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 71,660 shares. Largest reduction occurred in Q1 2014, reducing 73,340 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's The Boston Beer Company (SAM) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Boston Beer Company (SAM) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +421,320 | Add 0.00% | 421,319 | $170.64 |
| Q3 2013 | -1,675 | Reduce 0.40% | 419,644 | $244.21 |
| Q4 2013 | -14,775 | Reduce 3.52% | 404,869 | $241.79 |
| Q1 2014 | -73,340 | Reduce 18.11% | 331,529 | $244.73 |
| Q2 2014 | -5,657 | Reduce 1.71% | 325,872 | $223.52 |
| Q3 2014 | -4,345 | Reduce 1.33% | 321,527 | $221.76 |
| Q4 2014 | -3,915 | Reduce 1.22% | 317,612 | $289.54 |
| Q1 2015 | -4,456 | Reduce 1.40% | 313,156 | $267.40 |
| Q2 2015 | -12,649 | Reduce 4.04% | 300,507 | $231.99 |
| Q3 2015 | -12,490 | Reduce 4.16% | 288,017 | $210.61 |
| Q4 2015 | -826 | Reduce 0.29% | 287,191 | $201.91 |
| Q1 2016 | +57,532 | Add 20.03% | 344,723 | $179.81 |
| Q2 2016 | +950 | Add 0.28% | 345,673 | $170.75 |
| Q3 2016 | +2,842 | Add 0.82% | 348,515 | $155.26 |
| Q4 2016 | -10,233 | Reduce 2.94% | 338,282 | $169.85 |
| Q1 2017 | -5,811 | Reduce 1.72% | 332,471 | $144.65 |
| Q2 2017 | -14,920 | Reduce 4.49% | 317,551 | $132.15 |
| Q3 2017 | +16,431 | Add 5.17% | 333,982 | $156.20 |
| Q4 2017 | -2,324 | Reduce 0.70% | 331,658 | $191.10 |
| Q1 2018 | -17,661 | Reduce 5.33% | 313,997 | $189.05 |
| Q2 2018 | -1,708 | Reduce 0.54% | 312,289 | $299.70 |
| Q3 2018 | -2,433 | Reduce 0.78% | 309,856 | $287.50 |
| Q4 2018 | +2,382 | Add 0.77% | 312,238 | $240.84 |
| Q1 2019 | -46,635 | Reduce 14.94% | 265,603 | $294.73 |
| Q2 2019 | -802 | Reduce 0.30% | 264,801 | $377.76 |
| Q3 2019 | -6,168 | Reduce 2.33% | 258,633 | $364.08 |
| Q4 2019 | -23,614 | Reduce 9.13% | 235,019 | $377.85 |
| Q1 2020 | -25,699 | Reduce 10.93% | 209,320 | $367.56 |
| Q2 2020 | -61,136 | Reduce 29.21% | 148,184 | $536.65 |
| Q3 2020 | -24,841 | Reduce 16.76% | 123,343 | $883.36 |
| Q4 2020 | -2,241 | Reduce 1.82% | 121,102 | $994.29 |
| Q1 2021 | -6,120 | Reduce 5.05% | 114,982 | $1206.28 |
| Q2 2021 | -12,924 | Reduce 11.24% | 102,058 | $1020.81 |
| Q3 2021 | -3,178 | Reduce 3.11% | 98,880 | $509.75 |
| Q4 2021 | +18,407 | Add 18.62% | 117,287 | $505.10 |
| Q1 2022 | +15,359 | Add 13.10% | 132,646 | $388.47 |
| Q2 2022 | +7,194 | Add 5.42% | 139,840 | $302.97 |
| Q3 2022 | +1,516 | Add 1.08% | 141,356 | $323.65 |
| Q4 2022 | -2,343 | Reduce 1.66% | 139,013 | $329.52 |
| Q1 2023 | -10,805 | Reduce 7.77% | 128,208 | $328.70 |
| Q2 2023 | +939 | Add 0.73% | 129,147 | $308.44 |
| Q3 2023 | -5,982 | Reduce 4.63% | 123,165 | $389.53 |
| Q4 2023 | -14,659 | Reduce 11.90% | 108,506 | $345.59 |
| Q1 2024 | -733 | Reduce 0.68% | 107,773 | $304.42 |
| Q2 2024 | +19,496 | Add 18.09% | 127,269 | $305.05 |
| Q3 2024 | -1,026 | Reduce 0.81% | 126,243 | $289.14 |
| Q4 2024 | +34,176 | Add 27.07% | 160,419 | $299.98 |
| Q1 2025 | +71,660 | Add 44.67% | 232,079 | $238.84 |
| Q2 2025 | +3 | Add 0.00% | 232,082 | $190.81 |
| Q3 2025 | -615 | Reduce 0.26% | 231,467 | $211.42 |
Ken Fisher's The Boston Beer Company Investment FAQs
Ken Fisher first purchased The Boston Beer Company, Inc. (SAM) in Q2 2013, acquiring 421,319 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held The Boston Beer Company, Inc. (SAM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to The Boston Beer Company, Inc. (SAM) was in Q2 2013, adding 421,319 shares worth $71.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 231,467 shares of The Boston Beer Company, Inc. (SAM), valued at approximately $48.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Boston Beer Company, Inc. (SAM) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in The Boston Beer Company, Inc. (SAM) was 421,319 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.