LPL Financial LLC

Position in SAM — Boston Beer Co Inc

CIK 1403438 FORT MILL, SC

Position in SAM

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,122,969

-$275,722 QoQ

Shares Held

4,874

-32.0% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

LPL Financial LLC holds $46,710,685 across 7 Beverages - Brewers names. SAM ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc.	145,348	$21,802,200
2	BUD	Anheuser-Busch InBev SA/NV	160,485	$11,132,844
3	ABEV	Ambev S.A.	1,598,250	$4,666,890
4	TAP	Molson Coors Beverage Co	94,093	$4,051,644
5	FMX	Mexican Economic Development Inc	33,668	$3,739,168
6	SAM	Boston Beer Co Inc This page	4,874	$1,122,969
7	CCU	United Breweries Co Inc	17,178	$194,970

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,122,969	4,874	-32.0%	Shares	Sole	2026-05-06
2025-12-31	$1,398,691	7,168	+11.3%	Shares	Sole	2026-02-11
2025-09-30	$1,361,544	6,440	+39.3%	Shares	Sole	2025-11-12
2025-06-30	$882,114	4,623	-6.1%	Shares	Sole	2025-08-12
2025-03-31	$1,175,570	4,922	+30.0%	Shares	Sole	2025-05-07
2024-12-31	$1,135,424	3,785	-7.3%	Shares	Sole	2025-02-11
2024-09-30	$1,179,980	4,081	-1.8%	Shares	Sole	2024-11-08
2024-06-30	$1,267,787	4,156	-1.6%	Shares	Sole	2024-08-07
2024-03-31	$1,286,174	4,225	+1.9%	Shares	Sole	2024-05-10
2023-12-31	$1,432,816	4,146	-2.1%	Shares	Sole	2024-02-14
2023-09-30	$1,650,049	4,236	+6.9%	Shares	Sole	2023-11-13
2023-06-30	$1,222,656	3,964	-26.3%	Shares	Sole	2023-07-31
2023-03-31	$1,767,419	5,377	-16.5%	Shares	Sole	2023-05-10
2022-12-31	$2,122,108	6,440	+34.3%	Shares	Sole	2023-02-07
2022-09-30	$1,552,225	4,796	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,482,432	4,893	-2.9%	Shares	Sole	2022-08-12
2022-03-31	$1,956,723	5,037	+3.4%	Shares	Sole	2022-05-16
2021-12-31	$2,460,847	4,872	-15.3%	Shares	Sole	2022-02-14
2021-09-30	$2,932,082	5,752	+10.7%	Shares	Sole	2021-11-15
2021-06-30	$5,306,118	5,198	+54.7%	Shares	Sole	2021-08-13
2021-03-31	$4,053,100	3,360	-7.8%	Shares	Sole	2021-05-14
2020-12-31	$3,623,192	3,644	-15.3%	Shares	Sole	2021-02-12
2020-09-30	$3,799,331	4,301	+9.7%	Shares	Sole	2020-11-09
2020-06-30	$2,104,204	3,921	-6.8%	Shares	Sole	2020-08-13
2020-03-31	$1,546,692	4,208	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.