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Clearstead Trust’s Boston Beer SAM Stock Holding History

Clearstead Trust’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
2026
Q2 		$5.13K Buy
29
+21
+263% +$4.26K ﹤0.01% 772
2026
Q1 		$1.84K Buy
8
+6
+300% +$1.35K ﹤0.01% 889
2025
Q4 		$391 Sell
2
-11
-85% -$2.27K ﹤0.01% 986
2025
Q3 		$2.75K Sell
13
-33
-72% -$7.02K ﹤0.01% 902
2025
Q2 		$8.78K Buy
46
+39
+557% +$8.98K ﹤0.01% 620
2025
Q1 		$1.67K Buy
+7
New +$1.71K ﹤0.01% 787

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clearstead Trust's SAM Position: Q2 2026 in Review

Clearstead Trust increased its Boston Beer (SAM) stake by 263% in Q2 2026, buying an estimated $4.26K and bringing the position to 29 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Clearstead Trust first reported a position in SAM in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.78K in Q2 2025. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Clearstead Trust held 29 shares of Boston Beer worth $5.13K as of Q2 2026.
  • Clearstead Trust bought 21 Boston Beer shares in Q2 2026, an estimated $4.26K.
  • Boston Beer made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #772 holding.
  • Clearstead Trust first reported a position in Boston Beer in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Boston Beer position peaked at $8.78K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.