SWM
SAM icon

SHP Wealth Management’s Boston Beer SAM Stock Holding History

SHP Wealth Management’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 		$921 Buy
+4
New +$900 ﹤0.01% 1473

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's SAM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Boston Beer (SAM) in Q1 2026: 4 shares worth $921. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings.

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

  • SHP Wealth Management held 4 shares of Boston Beer worth $921 as of Q1 2026.
  • Boston Beer was a new SHP Wealth Management position in Q1 2026.
  • Boston Beer made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1473 holding.
  • 368 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.