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Cornerstone Financial Management’s Boston Beer SAM Stock Holding History

Cornerstone Financial Management’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 		– Sell
-3
Closed -$691 – 1541
2026
Q1 		$691 Hold
3
– – ﹤0.01% 1069
2025
Q4 		$585 Buy
+3
New +$619 ﹤0.01% 1108

Other funds holding SAM

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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

Cornerstone Financial Management's SAM Position: Q2 2026 in Review

Cornerstone Financial Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 3 shares — an estimated $691 sold.

Cornerstone Financial Management first reported a position in SAM in Q4 2025 and held it in 2 quarters. The position peaked at $691 in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Cornerstone Financial Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 3 Boston Beer shares in Q2 2026, an estimated $691.
  • Cornerstone Financial Management first reported a position in Boston Beer in Q4 2025 and held it in 2 quarters.
  • Cornerstone Financial Management's Boston Beer position peaked at $691 in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.