CIBC Private Wealth Group
SAM icon

CIBC Private Wealth Group’s Boston Beer SAM Stock Holding History

CIBC Private Wealth Group’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.2K Sell
42
-202
-83% -$41.7K ﹤0.01% 2485
2025
Q3 		$51.6K Buy
244
+239
+4,780% +$50.8K ﹤0.01% 1781
2025
Q2 		$954 Sell
5
-70
-93% -$16.1K ﹤0.01% 2771
2025
Q1 		$17.1K Buy
75
+70
+1,400% +$17.1K ﹤0.01% 2056
2024
Q4 		$1.38K Sell
5
-2
-29% -$604 ﹤0.01% 2754
2024
Q3 		$2.02K Buy
7
+2
+40% +$558 ﹤0.01% 2800
2024
Q2 		$1.46K Hold
5
– – ﹤0.01% 2823
2024
Q1 		$1.5K Buy
+5
New +$1.67K ﹤0.01% 2798

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIBC Private Wealth Group's SAM Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Boston Beer (SAM) stake by 83% in Q4 2025, selling an estimated $41.7K and leaving 42 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

CIBC Private Wealth Group first reported a position in SAM in Q1 2024 and has held it in 8 quarters since. The position peaked at $51.6K in Q3 2025. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • CIBC Private Wealth Group held 42 shares of Boston Beer worth $8.2K as of Q4 2025.
  • CIBC Private Wealth Group sold 202 Boston Beer shares in Q4 2025, an estimated $41.7K.
  • Boston Beer made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2485 holding.
  • CIBC Private Wealth Group first reported a position in Boston Beer in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Boston Beer position peaked at $51.6K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.