Carson Wealth (CWM LLC)’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.85M | Buy |
12,368
+3,239
| +35% | +$728K | 0.01% | 1051 |
|
|
2025
Q4 | $1.78M | Sell |
9,129
-9,088
| -50% | -$1.87M | ﹤0.01% | 1196 |
|
|
2025
Q3 | $3.85M | Buy |
18,217
+17,055
| +1,468% | +$3.63M | 0.01% | 825 |
|
|
2025
Q2 | $222K | Buy |
1,162
+730
| +169% | +$168K | ﹤0.01% | 2084 |
|
|
2025
Q1 | $103K | Sell |
432
-7,244
| -94% | -$1.76M | ﹤0.01% | 2407 |
|
|
2024
Q4 | $2.3M | Buy |
7,676
+2,530
| +49% | +$764K | 0.01% | 731 |
|
|
2024
Q3 | $1.49M | Buy |
5,146
+4,523
| +726% | +$1.26M | 0.01% | 833 |
|
|
2024
Q2 | $190K | Buy |
623
+287
| +85% | +$82.2K | ﹤0.01% | 1616 |
|
|
2024
Q1 | $102K | Buy |
336
+109
| +48% | +$36.4K | ﹤0.01% | 1875 |
|
|
2023
Q4 | $78K | Buy |
227
+34
| +18% | +$11.9K | ﹤0.01% | 1899 |
|
|
2023
Q3 | $75K | Buy |
193
+140
| +264% | +$49.1K | ﹤0.01% | 1819 |
|
|
2023
Q2 | $16K | Buy |
53
+1
| +2% | +$322 | ﹤0.01% | 2793 |
|
|
2023
Q1 | $17K | Buy |
52
+6
| +13% | +$2.06K | ﹤0.01% | 2628 |
|
|
2022
Q4 | $15K | Buy |
46
+20
| +77% | +$7.26K | ﹤0.01% | 2575 |
|
|
2022
Q3 | $8K | Buy |
26
+7
| +37% | +$2.42K | ﹤0.01% | 2845 |
|
|
2022
Q2 | $6K | Sell |
19
-3
| -14% | -$1.04K | ﹤0.01% | 2918 |
|
|
2022
Q1 | $9K | Buy |
22
+14
| +175% | +$5.84K | ﹤0.01% | 2562 |
|
|
2021
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 2878 |
|
|
2021
Q2 | $10K | Hold |
10
| – | – | ﹤0.01% | 2116 |
|
|
2021
Q1 | $10K | Hold |
10
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q3 | $10K | Hold |
10
| – | – | ﹤0.01% | 2114 |
|
|
2020
Q2 | $10K | Hold |
10
| – | – | ﹤0.01% | 2114 |
|
|
2020
Q1 | $10K | Hold |
10
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q3 | $10K | Hold |
10
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q2 | $10K | Hold |
10
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q1 | $10K | Buy |
+10
| New | +$2.73K | ﹤0.01% | 2114 |
|
|
2016
Q4 | – | Sell |
-47
| Closed | -$7K | – | 1172 |
|
|
2016
Q3 | $7K | Buy |
+47
| New | +$8.2K | ﹤0.01% | 780 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$11K | – | 746 |
|
|
2015
Q3 | $11K | Buy |
+50
| New | +$11.1K | ﹤0.01% | 445 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$24K | – | 421 |
|
|
2013
Q4 | $24K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2013
Q3 | $24K | Buy |
+100
| New | +$20.7K | 0.01% | 249 |
|
Other funds holding SAM
VPM
VCM
QCM
Carson Wealth (CWM LLC)'s SAM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Boston Beer (SAM) stake by 35% in Q1 2026, buying an estimated $728K and bringing the position to 12,368 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #1051.
Carson Wealth (CWM LLC) first reported a position in SAM in Q3 2013 and has held it in 32 quarters since. The position peaked at $3.85M in Q3 2025. 369 funds tracked by Wall St. Rank hold SAM as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,368 shares of Boston Beer worth $2.85M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,239 Boston Beer shares in Q1 2026, an estimated $728K.
- Boston Beer made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1051 holding.
- Carson Wealth (CWM LLC) first reported a position in Boston Beer in Q3 2013 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Boston Beer position peaked at $3.85M in Q3 2025.
- 369 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.