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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
Q3 		$28.9K Buy
176
+47
+36% +$8.33K ﹤0.01% 521
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

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Armstrong Advisory Group's SAM Position: Q3 2026 in Review

Armstrong Advisory Group increased its Boston Beer (SAM) stake by 36% in Q3 2026, buying an estimated $8.33K and bringing the position to 176 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Armstrong Advisory Group first reported a position in SAM in Q4 2022 and has held it in 16 quarters since. The position peaked at $31K in Q4 2022. 16 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Armstrong Advisory Group held 176 shares of Boston Beer worth $28.9K as of Q3 2026.
  • Armstrong Advisory Group bought 47 Boston Beer shares in Q3 2026, an estimated $8.33K.
  • Boston Beer made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #521 holding.
  • Armstrong Advisory Group first reported a position in Boston Beer in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Boston Beer position peaked at $31K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.