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Aaron Wealth Advisors’s Boston Beer SAM Stock Holding History

Aaron 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
Q2 		– Sell
-1,529
Closed -$352K – 755
2026
Q1 		$352K Buy
+1,529
New +$344K 0.02% 504
2025
Q1 		– Sell
-1,273
Closed -$382K – 489
2024
Q4 		$382K Buy
1,273
+136
+12% +$41K 0.04% 265
2024
Q3 		$329K Buy
+1,137
New +$317K 0.04% 277

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Aaron Wealth Advisors's SAM Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,529 shares — an estimated $352K sold.

Aaron Wealth Advisors first reported a position in SAM in Q3 2024 and held it in 3 quarters. The position peaked at $382K in Q4 2024. 30 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,529 Boston Beer shares in Q2 2026, an estimated $352K.
  • Aaron Wealth Advisors first reported a position in Boston Beer in Q3 2024 and held it in 3 quarters.
  • Aaron Wealth Advisors's Boston Beer position peaked at $382K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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