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TD Private Client Wealth’s Boston Beer SAM Stock Holding History

TD Private Client Wealth’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 		$1.95K Sell
11
-13
-54% -$2.64K ﹤0.01% 1361
2026
Q1 		$5.53K Buy
24
+2
+9% +$450 ﹤0.01% 1166
2025
Q4 		$4.29K Sell
22
-2
-8% -$412 ﹤0.01% 1176
2025
Q3 		$5.07K Sell
24
-7
-23% -$1.49K ﹤0.01% 1125
2025
Q2 		$5.92K Buy
31
+9
+41% +$2.07K ﹤0.01% 1102
2025
Q1 		$5.25K Buy
22
+1
+5% +$244 ﹤0.01% 1077
2024
Q4 		$6.3K Sell
21
-4
-16% -$1.21K ﹤0.01% 1094
2024
Q3 		$7.23K Hold
25
– – ﹤0.01% 1088
2024
Q2 		$7.63K Sell
25
-16
-39% -$4.58K ﹤0.01% 1067
2024
Q1 		$12.5K Sell
41
-6
-13% -$2K ﹤0.01% 1010
2023
Q4 		$16.2K Sell
47
-24
-34% -$8.42K ﹤0.01% 981
2023
Q3 		$27.7K Buy
71
+49
+223% +$17.2K ﹤0.01% 883
2023
Q2 		$6.79K Hold
22
– – ﹤0.01% 1098
2023
Q1 		$7.23K Sell
22
-1,580
-99% -$543K ﹤0.01% 1077
2022
Q4 		$528K Sell
1,602
-1,457
-48% -$529K 0.02% 414
2022
Q3 		$990K Buy
3,059
+9
+0.3% +$3.11K 0.05% 312
2022
Q2 		$924K Buy
3,050
+301
+11% +$105K 0.05% 322
2022
Q1 		$1.07M Buy
2,749
+2,748
+274,800% +$1.15M 0.05% 326
2021
Q4 		$505 Buy
+1
New +$499 ﹤0.01% 1133
2021
Q3 		– Sell
-7
Closed -$7.15K – 1238
2021
Q2 		$7.15K Hold
7
– – ﹤0.01% 927
2021
Q1 		$8.44K Hold
7
– – ﹤0.01% 897
2020
Q4 		$6.96K Buy
7
+3
+75% +$2.88K ﹤0.01% 863
2020
Q3 		$3.53K Buy
+4
New +$3.16K ﹤0.01% 868

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

TD Private Client Wealth's SAM Position: Q2 2026 in Review

TD Private Client Wealth reduced its Boston Beer (SAM) stake by 54% in Q2 2026, selling an estimated $2.64K and leaving 11 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

TD Private Client Wealth first reported a position in SAM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q1 2022. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • TD Private Client Wealth held 11 shares of Boston Beer worth $1.95K as of Q2 2026.
  • TD Private Client Wealth sold 13 Boston Beer shares in Q2 2026, an estimated $2.64K.
  • Boston Beer made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1361 holding.
  • TD Private Client Wealth first reported a position in Boston Beer in Q3 2020 and has held it in 23 quarters since.
  • TD Private Client Wealth's Boston Beer position peaked at $1.07M in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.