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Pinnacle Wealth Planning Services’s Boston Beer SAM Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$177 Buy
+1
New +$203 ﹤0.01% 2719
2021
Q1 		– Sell
-25
Closed -$25K – 1634
2020
Q4 		$25K Buy
+25
New +$24K 0.01% 1076

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

Pinnacle Wealth Planning Services's SAM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Boston Beer (SAM) in Q2 2026: 1 share worth $177. The stake represents ﹤0.01% of the portfolio and ranks #2719 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in SAM as recently as Q4 2020.

Pinnacle Wealth Planning Services first reported a position in SAM in Q4 2020 and has held it in 2 quarters since. The position peaked at $25K in Q4 2020. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1 share of Boston Beer worth $177 as of Q2 2026.
  • Boston Beer was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Boston Beer made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2719 holding.
  • Pinnacle Wealth Planning Services first reported a position in Boston Beer in Q4 2020 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Boston Beer position peaked at $25K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.