Concord Wealth Partners’s Boston Beer SAM Stock Holding History

Concord Wealth Partners’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	$17.7K	Buy	+100	New	+$20.3K	﹤0.01%	488
2026 Q1	–	Sell	-100	Closed	-$19.5K	–	664
2025 Q4	$19.5K	Hold	100	–	–	﹤0.01%	448
2025 Q3	$21.1K	Hold	100	–	–	﹤0.01%	448
2025 Q2	$19.1K	Hold	100	–	–	﹤0.01%	466
2025 Q1	$23.9K	Hold	100	–	–	﹤0.01%	414
2024 Q4	$30K	Hold	100	–	–	﹤0.01%	404
2024 Q3	$28.9K	Hold	100	–	–	﹤0.01%	416
2024 Q2	$30.5K	Hold	100	–	–	0.01%	370
2024 Q1	$30.4K	Hold	100	–	–	0.01%	433
2023 Q4	$34.6K	Hold	100	–	–	0.01%	409
2023 Q3	$39K	Hold	100	–	–	0.01%	411
2023 Q2	$30.8K	Hold	100	–	–	0.01%	433
2023 Q1	$32.9K	Hold	100	–	–	0.01%	412
2022 Q4	$33K	Buy	+100	New	+$36.3K	0.01%	453
2022 Q3	–	Sell	-55	Closed	-$17K	–	941
2022 Q2	$17K	Hold	55	–	–	﹤0.01%	578
2022 Q1	$21K	Hold	55	–	–	0.01%	625
2021 Q4	$28K	Buy	55 +52	+1,733%	+$26K	0.01%	573
2021 Q3	$2K	Hold	3	–	–	﹤0.01%	779
2021 Q2	$3K	Hold	3	–	–	﹤0.01%	838
2021 Q1	$4K	Hold	3	–	–	﹤0.01%	729
2020 Q4	$3K	Buy	+3	New	+$2.88K	﹤0.01%	494

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Concord Wealth Partners's SAM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Boston Beer (SAM) in Q2 2026: 100 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SAM as recently as Q4 2025.

Concord Wealth Partners first reported a position in SAM in Q4 2020 and has held it in 21 quarters since. The position peaked at $39K in Q3 2023. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Concord Wealth Partners held 100 shares of Boston Beer worth $17.7K as of Q2 2026.
Boston Beer was a new Concord Wealth Partners position in Q2 2026.
Boston Beer made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #488 holding.
Concord Wealth Partners first reported a position in Boston Beer in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Boston Beer position peaked at $39K in Q3 2023.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.