Creative Planning
SAM icon

Creative Planning’s Boston Beer SAM Stock Holding History

Creative Planning’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
2022
Q3 		– Sell
-100
Closed -$1K – 2430
2022
Q2 		$1K Buy
+100
New +$34.8K ﹤0.01% 2273
2020
Q4 		– Sell
-300
Closed -$4K – 2444
2020
Q3 		$4K Buy
+300
New +$237K ﹤0.01% 2060
2019
Q4 		– Sell
-100
Closed -$2K – 2096
2019
Q3 		$2K Buy
+100
New +$39.3K ﹤0.01% 1956

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

Creative Planning's SAM Position: Q2 2026 in Review

Creative Planning reduced its Boston Beer (SAM) stake by 53% in Q2 2026, selling an estimated $2.86M and leaving 12,350 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Creative Planning first reported a position in SAM in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.1M in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Creative Planning held 12,350 shares of Boston Beer worth $2.19M as of Q2 2026.
  • Creative Planning sold 14,107 Boston Beer shares in Q2 2026, an estimated $2.86M.
  • Boston Beer made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2015 holding.
  • Creative Planning first reported a position in Boston Beer in Q2 2013 and has held it in 49 quarters since.
  • Creative Planning's Boston Beer position peaked at $6.1M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.