Citigroup
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Citigroup’s Boston Beer SAM Stock Holding History

Citigroup’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
Q2 		– Sell
-11,300
Closed -$2.7M – 5872
2025
Q1 		$2.7M Buy
+11,300
New +$2.75M ﹤0.01% 2433
2022
Q2 		– Sell
-2,500
Closed -$971K – 6603
2022
Q1 		$971K Sell
2,500
-17,500
-88% -$7.3M ﹤0.01% 2996
2021
Q4 		$10.1M Hold
20,000
– – 0.01% 1379
2021
Q3 		$10.2M Buy
+20,000
New +$13.6M 0.01% 1400
2020
Q4 		– Sell
-400
Closed -$353K – 7593
2020
Q3 		$353K Sell
400
-1,300
-76% -$1.03M ﹤0.01% 4156
2020
Q2 		$912K Buy
1,700
+1,100
+183% +$533K ﹤0.01% 3651
2020
Q1 		$221K Buy
600
+200
+50% +$74.2K ﹤0.01% 4641
2019
Q4 		$151K Sell
400
-1,200
-75% -$452K ﹤0.01% 5413
2019
Q3 		$583K Buy
1,600
+500
+45% +$197K ﹤0.01% 4197
2019
Q2 		$416K Hold
1,100
– – ﹤0.01% 4597
2019
Q1 		$324K Hold
1,100
– – ﹤0.01% 4630
2018
Q4 		$265K Buy
1,100
+400
+57% +$112K ﹤0.01% 4754
2018
Q3 		$201K Sell
700
-7,000
-91% -$2.1M ﹤0.01% 5254
2018
Q2 		$2.31M Sell
7,700
-700
-8% -$171K ﹤0.01% 2574
2018
Q1 		$1.59M Buy
8,400
+8,100
+2,700% +$1.49M ﹤0.01% 2812
2017
Q4 		$57K Sell
300
-1,900
-86% -$339K ﹤0.01% 6088
2017
Q3 		$344K Sell
2,200
-18,800
-90% -$2.75M ﹤0.01% 4497
2017
Q2 		$2.78M Buy
+21,000
New +$2.94M ﹤0.01% 2242
2016
Q4 		– Sell
-200
Closed -$31K – 7307
2016
Q3 		$31K Sell
200
-100
-33% -$17.4K ﹤0.01% 5965
2016
Q2 		$51K Buy
+300
New +$48.6K ﹤0.01% 5558
2016
Q1 		– Sell
-2,100
Closed -$424K – 7722
2015
Q4 		$424K Sell
2,100
-5,600
-73% -$1.23M ﹤0.01% 4028
2015
Q3 		$1.62M Buy
7,700
+700
+10% +$155K ﹤0.01% 2650
2015
Q2 		$1.62M Buy
+7,000
New +$1.8M ﹤0.01% 2735

Other funds holding SAM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Savoir Faire Capital Management
Savoir Faire Capital Management Norwalk, Connecticut $118M AUM 6.23% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Citigroup's SAM Position: Q3 2026 in Review

Citigroup reduced its Boston Beer (SAM) stake by 19% in Q3 2026, selling an estimated $275K and leaving 6,544 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Citigroup first reported a position in SAM in Q2 2013 and has held it in 54 quarters since. The position peaked at $9.7M in Q2 2021. 110 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Citigroup held 6,544 shares of Boston Beer worth $1.07M as of Q3 2026.
  • Citigroup sold 1,553 Boston Beer shares in Q3 2026, an estimated $275K.
  • Boston Beer made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #3264 holding.
  • Citigroup first reported a position in Boston Beer in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Boston Beer position peaked at $9.7M in Q2 2021.
  • 110 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.