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Twin Peaks Wealth Advisors’s Boston Beer SAM Stock Holding History

Twin Peaks Wealth Advisors’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
New +$5.4K ﹤0.01% 1348
2025
Q3 		– Sell
-5
Closed -$1.1K – 1719
2025
Q2 		$1.1K Buy
+5
New +$1.15K ﹤0.01% 1752

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

Twin Peaks Wealth Advisors's SAM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Boston Beer (SAM) in Q1 2026: 24 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SAM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SAM in Q2 2025 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 24 shares of Boston Beer worth $5.53K as of Q1 2026.
  • Boston Beer was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Boston Beer made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1348 holding.
  • Twin Peaks Wealth Advisors first reported a position in Boston Beer in Q2 2025 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.