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
2016 Q4	–	Sell	-100	Closed	-$1K	–	4803
2016 Q3	$1K	Buy	+100	New	+$17.4K	﹤0.01%	4432

Other funds holding SAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's SAM Position: Q1 2026 in Review

Creative Planning increased its Boston Beer (SAM) stake by 122% in Q1 2026, buying an estimated $3.27M and bringing the position to 26,457 shares worth $6.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Creative Planning first reported a position in SAM in Q2 2013 and has held it in 48 quarters since. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

Creative Planning held 26,457 shares of Boston Beer worth $6.1M as of Q1 2026.
Creative Planning bought 14,560 Boston Beer shares in Q1 2026, an estimated $3.27M.
Boston Beer made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1040 holding.
Creative Planning first reported a position in Boston Beer in Q2 2013 and has held it in 48 quarters since.
366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.