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Integrated Wealth Concepts’s Boston Beer SAM Stock Holding History

Integrated Wealth Concepts’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
Q1 		$263K Buy
+1,140
New +$256K ﹤0.01% 1936

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
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
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's SAM Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Boston Beer (SAM) in Q1 2026: 1,140 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings.

366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Integrated Wealth Concepts held 1,140 shares of Boston Beer worth $263K as of Q1 2026.
  • Boston Beer was a new Integrated Wealth Concepts position in Q1 2026.
  • Boston Beer made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1936 holding.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.