TWD
SAM icon

True Wealth Design’s Boston Beer SAM Stock Holding History

True Wealth Design’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 		$5.13K Sell
29
-196
-87% -$39.8K ﹤0.01% 1320
2026
Q1 		$51.8K Buy
225
+80
+55% +$18K 0.01% 389
2025
Q4 		$28.3K Sell
145
-142
-49% -$29.3K 0.01% 501
2025
Q3 		$60.7K Buy
287
+255
+797% +$54.3K 0.02% 275
2025
Q2 		$6.11K Buy
32
+25
+357% +$5.75K ﹤0.01% 736
2025
Q1 		$1.67K Sell
7
-225
-97% -$54.8K ﹤0.01% 1074
2024
Q4 		$69.6K Buy
232
+71
+44% +$21.4K 0.03% 112
2024
Q3 		$46.6K Buy
+161
New +$44.9K 0.02% 156

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's SAM Position: Q2 2026 in Review

True Wealth Design reduced its Boston Beer (SAM) stake by 87% in Q2 2026, selling an estimated $39.8K and leaving 29 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

True Wealth Design first reported a position in SAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $69.6K in Q4 2024. 45 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • True Wealth Design held 29 shares of Boston Beer worth $5.13K as of Q2 2026.
  • True Wealth Design sold 196 Boston Beer shares in Q2 2026, an estimated $39.8K.
  • Boston Beer made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1320 holding.
  • True Wealth Design first reported a position in Boston Beer in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Boston Beer position peaked at $69.6K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.