Commonwealth Equity Services’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 | $209K | Sell |
909
-459
| -34% | -$103K | ﹤0.01% | 3971 |
|
|
2025
Q4 | $267K | Sell |
1,368
-1,788
| -57% | -$369K | ﹤0.01% | 3754 |
|
|
2025
Q3 | $667K | Buy |
3,156
+1,982
| +169% | +$422K | ﹤0.01% | 2943 |
|
|
2025
Q2 | $224K | Sell |
1,174
-68
| -5% | -$15.7K | ﹤0.01% | 3829 |
|
|
2025
Q1 | $297K | Sell |
1,242
-225
| -15% | -$54.8K | ﹤0.01% | 3507 |
|
|
2024
Q4 | $440K | Buy |
1,467
+122
| +9% | +$36.8K | ﹤0.01% | 3065 |
|
|
2024
Q3 | $389K | Sell |
1,345
-116
| -8% | -$32.3K | ﹤0.01% | 3112 |
|
|
2024
Q2 | $446K | Sell |
1,461
-160
| -10% | -$45.8K | ﹤0.01% | 2933 |
|
|
2024
Q1 | $493K | Buy |
1,621
+244
| +18% | +$81.4K | ﹤0.01% | 2838 |
|
|
2023
Q4 | $476K | Buy |
1,377
+4
| +0.3% | +$1.4K | ﹤0.01% | 2757 |
|
|
2023
Q3 | $535K | Buy |
1,373
+15
| +1% | +$5.26K | ﹤0.01% | 2538 |
|
|
2023
Q2 | $419K | Buy |
1,358
+115
| +9% | +$37K | ﹤0.01% | 2769 |
|
|
2023
Q1 | $408 | Buy |
1,243
+49
| +4% | +$16.9K | ﹤0.01% | 2721 |
|
|
2022
Q4 | $393K | Sell |
1,194
-7
| -0.6% | -$2.54K | ﹤0.01% | 2662 |
|
|
2022
Q3 | $388K | Buy |
1,201
+29
| +2% | +$10K | ﹤0.01% | 2610 |
|
|
2022
Q2 | $355K | Sell |
1,172
-633
| -35% | -$220K | ﹤0.01% | 2680 |
|
|
2022
Q1 | $701K | Buy |
1,805
+347
| +24% | +$145K | ﹤0.01% | 2264 |
|
|
2021
Q4 | $736K | Sell |
1,458
-1,570
| -52% | -$784K | ﹤0.01% | 2221 |
|
|
2021
Q3 | $1.54M | Sell |
3,028
-18
| -0.6% | -$12.2K | ﹤0.01% | 1610 |
|
|
2021
Q2 | $3.11M | Buy |
3,046
+1,854
| +156% | +$2.08M | 0.01% | 1143 |
|
|
2021
Q1 | $1.44M | Buy |
1,192
+112
| +10% | +$117K | ﹤0.01% | 1536 |
|
|
2020
Q4 | $1.07M | Buy |
1,080
+112
| +12% | +$107K | ﹤0.01% | 1612 |
|
|
2020
Q3 | $855K | Sell |
968
-214
| -18% | -$169K | ﹤0.01% | 1587 |
|
|
2020
Q2 | $634K | Buy |
1,182
+43
| +4% | +$20.8K | ﹤0.01% | 1722 |
|
|
2020
Q1 | $418K | Buy |
1,139
+210
| +23% | +$77.9K | ﹤0.01% | 1818 |
|
|
2019
Q4 | $351K | Buy |
929
+1
| +0.1% | +$377 | ﹤0.01% | 2185 |
|
|
2019
Q3 | $337K | Buy |
928
+133
| +17% | +$52.3K | ﹤0.01% | 2132 |
|
|
2019
Q2 | $300K | Hold |
795
| – | – | ﹤0.01% | 2197 |
|
|
2019
Q1 | $234K | Buy |
+795
| New | +$217K | ﹤0.01% | 2349 |
|
|
2018
Q4 | – | Sell |
-1,442
| Closed | -$414K | – | 2797 |
|
|
2018
Q3 | $414K | Sell |
1,442
-28
| -2% | -$8.41K | ﹤0.01% | 1918 |
|
|
2018
Q2 | $441K | Sell |
1,470
-8
| -0.5% | -$1.95K | ﹤0.01% | 1841 |
|
|
2018
Q1 | $279K | Sell |
1,478
-23
| -2% | -$4.23K | ﹤0.01% | 2121 |
|
|
2017
Q4 | $287K | Sell |
1,501
-50
| -3% | -$8.93K | ﹤0.01% | 2081 |
|
|
2017
Q3 | $242K | Sell |
1,551
-1,925
| -55% | -$281K | ﹤0.01% | 2125 |
|
|
2017
Q2 | $459K | Sell |
3,476
-50
| -1% | -$7K | ﹤0.01% | 1627 |
|
|
2017
Q1 | $510K | Buy |
3,526
+2,249
| +176% | +$352K | ﹤0.01% | 1495 |
|
|
2016
Q4 | $217K | Sell |
1,277
-109
| -8% | -$18.1K | ﹤0.01% | 1997 |
|
|
2016
Q3 | $215K | Buy |
1,386
+1
| +0.1% | +$174 | ﹤0.01% | 1939 |
|
|
2016
Q2 | $237K | Sell |
1,385
-120
| -8% | -$19.4K | ﹤0.01% | 1834 |
|
|
2016
Q1 | $279K | Sell |
1,505
-434
| -22% | -$79.1K | ﹤0.01% | 1688 |
|
|
2015
Q4 | $392K | Sell |
1,939
-70
| -3% | -$15.3K | ﹤0.01% | 1425 |
|
|
2015
Q3 | $423K | Buy |
2,009
+285
| +17% | +$63K | ﹤0.01% | 1337 |
|
|
2015
Q2 | $400K | Sell |
1,724
-1
| -0.1% | -$257 | ﹤0.01% | 1471 |
|
|
2015
Q1 | $461K | Buy |
1,725
+207
| +14% | +$60K | ﹤0.01% | 1370 |
|
|
2014
Q4 | $440K | Buy |
1,518
+46
| +3% | +$11.7K | ﹤0.01% | 1350 |
|
|
2014
Q3 | $326K | Sell |
1,472
-798
| -35% | -$179K | ﹤0.01% | 1490 |
|
|
2014
Q2 | $507K | Sell |
2,270
-296
| -12% | -$67.5K | 0.01% | 1232 |
|
|
2014
Q1 | $628K | Buy |
2,566
+6
| +0.2% | +$1.37K | 0.01% | 1054 |
|
|
2013
Q4 | $619K | Buy |
2,560
+1,103
| +76% | +$265K | 0.01% | 1030 |
|
|
2013
Q3 | $356K | Buy |
+1,457
| New | +$301K | 0.01% | 1266 |
|
Other funds holding SAM
VPM
VCM
QCM
Commonwealth Equity Services's SAM Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Boston Beer (SAM) stake by 34% in Q1 2026, selling an estimated $103K and leaving 909 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #3971.
Commonwealth Equity Services first reported a position in SAM in Q3 2013 and has held it in 50 quarters since. The position peaked at $3.11M in Q2 2021. 367 funds tracked by Wall St. Rank hold SAM as of Q1 2026.
- Commonwealth Equity Services held 909 shares of Boston Beer worth $209K as of Q1 2026.
- Commonwealth Equity Services sold 459 Boston Beer shares in Q1 2026, an estimated $103K.
- Boston Beer made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3971 holding.
- Commonwealth Equity Services first reported a position in Boston Beer in Q3 2013 and has held it in 50 quarters since.
- Commonwealth Equity Services's Boston Beer position peaked at $3.11M in Q2 2021.
- 367 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.