Back to SAM
Creative Planning SAM Position History
The Boston Beer Company, Inc. • Consumer Defensive
Quarters held
8
Latest value
$4.9M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $127K |
| Q4 2025 | $2.3M |
| Q1 2026 | $6.1M |
| Q2 2026 | $79K |
| Q2 2026 | $2.1M |
| Q3 2026 | $117K |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 29.9K | — | — |
| Q3 2026 | $117K | 716 | — | — |
| Q2 2026 | $2.1M | 11.9K | — | — |
| Q2 2026 | $79K | 447 | — | — |
| Q1 2026 | $6.1M | 26.5K | — | — |
| Q4 2025 | $2.3M | 11.9K | — | — |
| Q3 2025 | $127K | 599 | — | — |
| Q3 2025 | $3M | 14.2K | — | — |
Other funds holding SAM
$203.6M
$191.4M
$188.6M
$170.8M
$153.1M
$149.4M
$142.5M