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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

TD Private Client Wealth's SAM Position: Q1 2026 in Review

TD Private Client Wealth increased its Boston Beer (SAM) stake by 9.1% in Q1 2026, buying an estimated $450 and bringing the position to 24 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

TD Private Client Wealth first reported a position in SAM in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q1 2022. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • TD Private Client Wealth held 24 shares of Boston Beer worth $5.53K as of Q1 2026.
  • TD Private Client Wealth bought 2 Boston Beer shares in Q1 2026, an estimated $450.
  • Boston Beer made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1166 holding.
  • TD Private Client Wealth first reported a position in Boston Beer in Q3 2020 and has held it in 22 quarters since.
  • TD Private Client Wealth's Boston Beer position peaked at $1.07M in Q1 2022.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.