MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Boston Beer SAM Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$3.28K Sell
20
-4
-17% -$709 ﹤0.01% 1781
2026
Q2 		$4.25K Sell
24
-61
-72% -$12.4K ﹤0.01% 1742
2026
Q1 		$19.6K Sell
85
-3
-3% -$675 ﹤0.01% 1096
2025
Q4 		$17.2K Sell
88
-71
-45% -$14.6K ﹤0.01% 1181
2025
Q3 		$33.6K Buy
159
+92
+137% +$19.6K ﹤0.01% 925
2025
Q2 		$12.8K Sell
67
-13
-16% -$2.99K ﹤0.01% 1264
2025
Q1 		$19.1K Buy
80
+71
+789% +$17.3K ﹤0.01% 1042
2024
Q4 		$2.7K Buy
9
+8
+800% +$2.41K ﹤0.01% 1744
2024
Q3 		$289 Sell
1
-1
-50% -$279 ﹤0.01% 2057
2024
Q2 		$610 Sell
2
-60
-97% -$17.2K ﹤0.01% 1928
2024
Q1 		$18.9K Buy
62
+57
+1,140% +$19K ﹤0.01% 840
2023
Q4 		$1.73K Sell
5
-49
-91% -$17.2K ﹤0.01% 1549
2023
Q3 		$21K Buy
54
+4
+8% +$1.4K ﹤0.01% 791
2023
Q2 		$15.4K Buy
50
+2
+4% +$643 ﹤0.01% 831
2023
Q1 		$15.8K Hold
48
– – ﹤0.01% 799
2022
Q4 		$16K Sell
48
-3
-6% -$1.09K ﹤0.01% 687
2022
Q3 		$17K Buy
51
+3
+6% +$1.04K ﹤0.01% 623
2022
Q2 		$15K Buy
48
+46
+2,300% +$16K ﹤0.01% 636
2022
Q1 		$1K Sell
2
-5
-71% -$2.08K ﹤0.01% 1409
2021
Q4 		$4K Buy
+7
New +$3.5K ﹤0.01% 958
2018
Q1 		– Sell
-33
Closed -$6.31K – 1074
2017
Q4 		$6.31K Buy
+33
New +$5.9K ﹤0.01% 642
2016
Q1 		– Sell
-4
Closed -$729 – 898
2015
Q4 		$808 Sell
4
-4,167
-100% -$914K ﹤0.01% 726
2015
Q3 		$925K Buy
4,171
+853
+26% +$189K 0.2% 128
2015
Q2 		$742K Sell
3,318
-1,801
-35% -$463K 0.17% 144
2015
Q1 		$1.37M Buy
5,119
+84
+2% +$24.3K 0.23% 119
2014
Q4 		$1.46M Buy
5,035
+864
+21% +$219K 0.47% 60
2014
Q3 		$925K Buy
4,171
+853
+26% +$191K 0.18% 128
2014
Q2 		$742K Buy
3,318
+1,012
+44% +$231K 0.29% 88
2014
Q1 		$564K Buy
2,306
+1,431
+164% +$326K 0.33% 84
2013
Q4 		$212K Buy
+875
New +$210K 0.19% 104

Other funds holding SAM

River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's SAM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Boston Beer (SAM) stake by 17% in Q3 2026, selling an estimated $709 and leaving 20 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

MassMutual Private Wealth & Trust first reported a position in SAM in Q4 2013 and has held it in 30 quarters since. The position peaked at $1.46M in Q4 2014. 175 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • MassMutual Private Wealth & Trust held 20 shares of Boston Beer worth $3.28K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 4 Boston Beer shares in Q3 2026, an estimated $709.
  • Boston Beer made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1781 holding.
  • MassMutual Private Wealth & Trust first reported a position in Boston Beer in Q4 2013 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's Boston Beer position peaked at $1.46M in Q4 2014.
  • 175 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.