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Private Wealth Management Group’s Boston Beer SAM Stock Holding History

Private Wealth Management Group’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 		$1.59K Sell
9
-22
-71% -$4.46K ﹤0.01% 1205
2026
Q1 		$7.14K Hold
31
– – ﹤0.01% 639
2025
Q4 		$6.05K Hold
31
– – ﹤0.01% 701
2025
Q3 		$6.55K Hold
31
– – ﹤0.01% 683
2025
Q2 		$5.92K Buy
31
+29
+1,450% +$6.67K ﹤0.01% 687
2025
Q1 		$478 Buy
+2
New +$487 ﹤0.01% 1412
2024
Q2 		– Sell
-4
Closed -$1.22K – 1599
2024
Q1 		$1.22K Buy
+4
New +$1.33K ﹤0.01% 1186

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

Private Wealth Management Group's SAM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Boston Beer (SAM) stake by 71% in Q2 2026, selling an estimated $4.46K and leaving 9 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Private Wealth Management Group first reported a position in SAM in Q1 2024 and has held it in 7 quarters since. The position peaked at $7.14K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Private Wealth Management Group held 9 shares of Boston Beer worth $1.59K as of Q2 2026.
  • Private Wealth Management Group sold 22 Boston Beer shares in Q2 2026, an estimated $4.46K.
  • Boston Beer made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1205 holding.
  • Private Wealth Management Group first reported a position in Boston Beer in Q1 2024 and has held it in 7 quarters since.
  • Private Wealth Management Group's Boston Beer position peaked at $7.14K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.