CWM
SAM icon

CIBC World Markets’s Boston Beer SAM Stock Holding History

CIBC World Markets’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 		$974K Buy
+4,991
New +$1.03M ﹤0.01% 739
2022
Q2 		– Sell
-3,950
Closed -$1.53M – 628
2022
Q1 		$1.53M Sell
3,950
-650
-14% -$271K 0.01% 453
2021
Q4 		$2.32M Buy
+4,600
New +$2.3M 0.01% 382
2021
Q2 		– Sell
-988
Closed -$1.19M – 889
2021
Q1 		$1.19M Buy
+988
New +$1.04M 0.01% 561

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 World Markets's SAM Position: Q4 2025 in Review

CIBC World Markets opened a new position in Boston Beer (SAM) in Q4 2025: 4,991 shares worth $974K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in SAM as recently as Q1 2022.

CIBC World Markets first reported a position in SAM in Q1 2021 and has held it in 4 quarters since. The position peaked at $2.32M in Q4 2021. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • CIBC World Markets held 4,991 shares of Boston Beer worth $974K as of Q4 2025.
  • Boston Beer was a new CIBC World Markets position in Q4 2025.
  • Boston Beer made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #739 holding.
  • CIBC World Markets first reported a position in Boston Beer in Q1 2021 and has held it in 4 quarters since.
  • CIBC World Markets's Boston Beer position peaked at $2.32M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.