Armstrong Advisory Group’s Boston Beer SAM Stock Holding History

Armstrong Advisory Group’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	$22.8K	Buy	129 +20	+18%	+$4.06K	﹤0.01%	570
2026 Q1	$25.1K	Hold	109	–	–	﹤0.01%	517
2025 Q4	$21.3K	Buy	109 +70	+179%	+$14.4K	﹤0.01%	546
2025 Q3	$8.25K	Buy	39 +20	+105%	+$4.25K	﹤0.01%	716
2025 Q2	$3.63K	Sell	19 -40	-68%	-$9.21K	﹤0.01%	788
2025 Q1	$17.7K	Hold	59	–	–	﹤0.01%	542
2024 Q4	$17.7K	Hold	59	–	–	﹤0.01%	542
2024 Q3	$17.1K	Hold	59	–	–	﹤0.01%	533
2024 Q2	$18K	Sell	59 -5	-8%	-$1.43K	﹤0.01%	513
2024 Q1	$22.1K	Hold	64	–	–	﹤0.01%	465
2023 Q4	$22.1K	Hold	64	–	–	﹤0.01%	465
2023 Q3	$24.9K	Sell	64 -30	-32%	-$10.5K	﹤0.01%	442
2023 Q2	$29K	Hold	94	–	–	﹤0.01%	421
2023 Q1	$30.9K	Hold	94	–	–	﹤0.01%	403
2022 Q4	$31K	Buy	+94	New	+$34.1K	﹤0.01%	411

Other funds holding SAM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return