The Boston Beer Company, Inc.
US ˙ NYSE ˙ US1005571070

SecuritySAM / The Boston Beer Company, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership36 shares
Latest Disclosed Value $ 8,294
IFP Advisors, Inc reports 176.92% increase in ownership of SAM / The Boston Beer Company, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 36 shares of The Boston Beer Company, Inc. (US:SAM) valued at $8,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 13 shares of The Boston Beer Company, Inc.. This represents a change in shares of 176.92% during the quarter. The current value of the position is $5,895 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F BOSTON BEER cs 100557107 36 23 176.92 8 300.00 0.0002
2026-02-06 2025-12-31 13F BOSTON BEER cs 100557107 13 -11 -45.83 3 -60.00 0.0001
2026-02-06 2025-09-30 13F/A-1 BOSTON BEER cs 100557107 24 -12 -33.33 5 -70.59 0.0001
2025-12-02 2025-09-30 13F BOSTON BEER cs 100557107 0 -36 11 0.0003
2025-07-24 2025-06-30 13F BOSTON BEER cs 100557107 36 -29 -44.62 17 13.33 0.0005
2025-05-05 2025-03-31 13F BOSTON BEER cs 100557107 65 0 0.00 16 -21.05 0.0005
2025-02-04 2024-12-31 13F BOSTON BEER cs 100557107 65 5 8.33 19 11.76 0.0006
2025-02-04 2024-09-30 13F BOSTON BEER cs 100557107 60 0 0.00 17 -5.56 0.0006
2024-07-30 2024-06-30 13F BOSTON BEER cs 100557107 60 -1,471 -96.08 18 -96.14 0.0007
2024-07-30 2024-03-31 13F BOSTON BEER cs 100557107 1,531 522 51.73 466 33.91 0.0204
2024-01-09 2023-12-31 13F BOSTON BEER cs 100557107 1,009 1,009 349 0.0165
2023-08-14 2023-06-30 13F/A-1 BOSTON BEER cs 100557107 0 -83 -100.00 0 -100.00
2023-08-04 2023-06-30 13F BOSTON BEER cs 100557107 0 -83 0
2023-04-18 2023-03-31 13F BOSTON BEER cs 100557107 83 28 50.91 21 0.0009
2023-02-07 2022-12-31 13F BOSTON BEER cs 100557107 55 -34 -38.20 0 -100.00 0.0004
2022-11-08 2022-09-30 13F BOSTON BEER cs 100557107 89 16 21.92 23 27.78 0.0006
2022-09-06 2022-06-30 13F/A-1 BOSTON BEER cs 100557107 73 0 0.00 18 0.00 0.0006
2022-09-06 2022-03-31 13F/A-1 BOSTON BEER cs 100557107 73 5 7.35 18 -48.57 0.0006
2022-08-08 2022-03-31 13F BOSTON BEER INC CL A Stock 100557107 68 0 17 0.0003
2022-01-12 2021-12-31 13F BOSTON BEER INC CL A Stock 100557107 68 3 4.62 35 2.94 0.0007
2021-10-06 2021-09-30 13F BOSTON BEER INC CL A Stock 100557107 65 -472 -87.90 34 -93.78 0.0007
2021-07-13 2021-06-30 13F BOSTON BEER INC CL A Stock 100557107 537 -23 -4.11 547 -18.72 0.0113
2021-04-30 2021-03-31 13F BOSTON BEER INC CL A Stock 100557107 560 15 2.75 673 24.17 0.0131
2021-01-25 2020-12-31 13F BOSTON BEER INC CL A Stock 100557107 545 -21 -3.71 542 8.18 0.0220
2020-10-29 2020-09-30 13F BOSTON BEER INC CL A Stock 100557107 566 62 12.30 501 81.52 0.0299
2020-08-05 2020-06-30 13F BOSTON BEER INC CL A Stock 100557107 504 0 0.00 276 55.06 0.0219
2020-05-12 2020-03-31 13F BOSTON BEER INC CL A Stock 100557107 504 -15 -2.89 178 -9.64 0.0180
2020-01-17 2019-12-31 13F BOSTON BEER INC CL A Stock 100557107 519 -10 -1.89 197 5.91 0.0148
2019-11-07 2019-09-30 13F BOSTON BEER INC CL A Stock 100557107 529 514 3,426.67 186 4,550.00 0.0125
2019-05-15 2019-03-31 13F BOSTON BEER Stock 100557107 15 -562 -97.40 4 -97.10 0.0005
2019-06-03 2018-12-31 13F/A-10 BOSTON BEER INC CL A Stock 100557107 577 62 12.04 138 -6.76 0.0084
2019-01-23 2018-12-31 13F BOSTON BEER INC CL A Stock 100557107 577 62 138 0.0084
2019-06-03 2018-09-30 13F/A-9 BOSTON BEER INC CL A Stock 100557107 515 -33 -6.02 148 -9.76 0.0060
2018-10-25 2018-09-30 13F BOSTON BEER INC CL A Stock 100557107 515 -33 148 0.0060
2019-06-03 2018-06-30 13F/A-8 BOSTON BEER INC CL A Stock 100557107 548 0 0.00 164 56.19 0.0069
2018-08-07 2018-06-30 13F BOSTON BEER INC CL A Stock 100557107 548 0 164
2019-06-03 2018-03-31 13F/A-7 BOSTON BEER INC CL A Stock 100557107 548 0 0.00 105 0.00 0.0048
2018-05-09 2018-03-31 13F BOSTON BEER INC CL A Stock 100557107 548 0 104
2019-06-03 2017-12-31 13F/A-6 BOSTON BEER INC CL A Stock 100557107 548 -117 -17.59 105 0.96 0.0048
2018-01-24 2017-12-31 13F BOSTON BEER INC CL A Stock 100557107 548 -117 105
2017-10-30 2017-09-30 13F BOSTON BEER INC CL A Stock 100557107 665 -541 -44.86 104 -34.59 0.0041
2019-06-03 2017-06-30 13F/A-5 BOSTON BEER INC CL A Stock 100557107 1,206 136 12.71 159 2.58 0.0067
2017-07-31 2017-06-30 13F BOSTON BEER INC CL A Stock 100557107 1,206 136 159
2019-06-03 2017-03-31 13F/A-4 BOSTON BEER INC CL A Stock 100557107 1,070 481 81.66 155 55.00 0.0068
2017-04-26 2017-03-31 13F BOSTON BEER INC CL A Stock 100557107 1,070 481 155
2019-06-03 2016-12-31 13F/A-3 BOSTON BEER INC CL A Stock 100557107 589 177 42.96 100 56.25 0.0048
2017-02-14 2016-12-31 13F BOSTON BEER INC CL A Stock 100557107 589 177 100
2016-11-04 2016-09-30 13F BOSTON BEER INC CL A Stock 100557107 412 245 146.71 64 120.69 0.0033
2019-06-03 2016-06-30 13F/A-2 BOSTON BEER INC CL A Stock 100557107 167 152 1,013.33 29 625.00 0.0016
2016-08-22 2016-06-30 13F BOSTON BEER INC CL A Stock 100557107 167 152 29
2019-06-03 2016-03-31 13F/A-1 BOSTON BEER Stock 100557107 15 -286 -95.02 4 -93.44 0.0005
2016-05-02 2016-03-31 13F BOSTON BEER INC CL A Stock 100557107 183 -118 34
2016-02-11 2015-12-31 13F BOSTON BEER INC CL A Stock 100557107 301 301 61 0.0041
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.