Ameliora Wealth Management’s Boston Beer SAM Stock Holding History

Ameliora Wealth Management’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	$3.54K	Hold	20	–	–	﹤0.01%	224
2026 Q1	$4.61K	Hold	20	–	–	﹤0.01%	223
2025 Q4	$3.9K	Hold	20	–	–	﹤0.01%	221
2025 Q3	$4.23K	Hold	20	–	–	﹤0.01%	215
2025 Q2	$3.82K	Hold	20	–	–	﹤0.01%	205
2025 Q1	$4.78K	Hold	20	–	–	﹤0.01%	225
2024 Q4	$6K	Hold	20	–	–	﹤0.01%	221
2024 Q3	$5.78K	Hold	20	–	–	﹤0.01%	148
2024 Q2	$6.1K	Hold	20	–	–	﹤0.01%	168
2024 Q1	$6.09K	Hold	20	–	–	﹤0.01%	183
2023 Q4	$6.91K	Hold	20	–	–	﹤0.01%	166
2023 Q3	$7.79K	Hold	20	–	–	﹤0.01%	192
2023 Q2	$6.17K	Hold	20	–	–	﹤0.01%	176
2023 Q1	$6.57K	Hold	20	–	–	﹤0.01%	191
2022 Q4	$6.59K	Hold	20	–	–	﹤0.01%	208
2022 Q3	$7K	Buy	+20	New	+$6.92K	﹤0.01%	201

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ameliora Wealth Management's SAM Position: Q2 2026 in Review

Ameliora Wealth Management held its Boston Beer (SAM) position steady in Q2 2026 at 20 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Ameliora Wealth Management first reported a position in SAM in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.79K in Q3 2023. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Ameliora Wealth Management held 20 shares of Boston Beer worth $3.54K as of Q2 2026.
Ameliora Wealth Management left its Boston Beer share count unchanged in Q2 2026.
Boston Beer made up ﹤0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #224 holding.
Ameliora Wealth Management first reported a position in Boston Beer in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Boston Beer position peaked at $7.79K in Q3 2023.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.