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Cornerstone Planning Group’s Boston Beer SAM Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-4
Closed -$824 – 1822
2025
Q3 		$824 Buy
+4
New +$851 ﹤0.01% 1362

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cornerstone Planning Group's SAM Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 4 shares — an estimated $824 sold.

Cornerstone Planning Group first reported a position in SAM in Q3 2025 and held it in 1 quarter. The position peaked at $824 in Q3 2025. 346 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 Boston Beer shares in Q4 2025, an estimated $824.
  • Cornerstone Planning Group first reported a position in Boston Beer in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Boston Beer position peaked at $824 in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.