AIM
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Anchor Investment Management’s Sweetgreen SG Stock Holding History

Anchor Investment Management’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56K Hold
300
– – ﹤0.01% 1002
2025
Q4 		$2.03K Hold
300
– – ﹤0.01% 971
2025
Q3 		$2.39K Buy
+300
New +$3.26K ﹤0.01% 970

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Anchor Investment Management's SG Position: Q1 2026 in Review

Anchor Investment Management held its Sweetgreen (SG) position steady in Q1 2026 at 300 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Anchor Investment Management first reported a position in SG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.39K in Q3 2025. 229 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Anchor Investment Management held 300 shares of Sweetgreen worth $1.56K as of Q1 2026.
  • Anchor Investment Management left its Sweetgreen share count unchanged in Q1 2026.
  • Sweetgreen made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1002 holding.
  • Anchor Investment Management first reported a position in Sweetgreen in Q3 2025 and has held it in 3 quarters since.
  • Anchor Investment Management's Sweetgreen position peaked at $2.39K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.