M&T Bank
SAM icon

M&T Bank’s Boston Beer SAM Stock Holding History

M&T Bank’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
-954
Closed -$201K – 1735
2025
Q3 		$201K Buy
+954
New +$203K ﹤0.01% 1384
2021
Q3 		– Sell
-783
Closed -$800K – 1622
2021
Q2 		$800K Sell
783
-92
-11% -$103K ﹤0.01% 835
2021
Q1 		$1.05M Sell
875
-1
-0.1% -$1.05K ﹤0.01% 727
2020
Q4 		$833K Buy
876
+249
+40% +$239K ﹤0.01% 833
2020
Q3 		$555K Sell
627
-482
-43% -$381K ﹤0.01% 937
2020
Q2 		$595K Buy
+1,109
New +$537K ﹤0.01% 878
2015
Q2 		– Sell
-844
Closed -$225K – 2185
2015
Q1 		$225K Sell
844
-12
-1% -$3.48K ﹤0.01% 1671
2014
Q4 		$248K Sell
856
-163
-16% -$41.3K ﹤0.01% 1619
2014
Q3 		$227K Buy
+1,019
New +$228K ﹤0.01% 1798
2013
Q4 		– Sell
-50
Closed -$12K – 1105
2013
Q3 		$12K Hold
50
– – ﹤0.01% 824
2013
Q2 		$9K Buy
+50
New +$7.93K ﹤0.01% 856

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 $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 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

M&T Bank's SAM Position: Q4 2025 in Review

M&T Bank sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 954 shares — an estimated $201K sold.

M&T Bank first reported a position in SAM in Q2 2013 and held it in 11 quarters. The position peaked at $1.05M in Q1 2021. 348 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • M&T Bank reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • M&T Bank sold 954 Boston Beer shares in Q4 2025, an estimated $201K.
  • M&T Bank first reported a position in Boston Beer in Q2 2013 and held it in 11 quarters.
  • M&T Bank's Boston Beer position peaked at $1.05M in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on M&T Bank's 13F filing for Q4 2025, filed 28 Jan 2026.