BWM
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BCGM Wealth Management’s Boston Beer SAM Stock Holding History

BCGM 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 		$1.81M Buy
10,247
+303
+3% +$61.5K 0.38% 64
2026
Q1 		$2.29M Buy
9,944
+339
+4% +$76.2K 0.58% 54
2025
Q4 		$1.87M Buy
9,605
+114
+1% +$23.5K 0.48% 57
2025
Q3 		$2.01M Buy
9,491
+5,936
+167% +$1.26M 0.52% 55
2025
Q2 		$678K Buy
+3,555
New +$818K 0.19% 90

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

BCGM Wealth Management increased its Boston Beer (SAM) stake by 3% in Q2 2026, buying an estimated $61.5K and bringing the position to 10,247 shares worth $1.81M. The position accounts for 0.38% of the portfolio, ranked #64.

BCGM Wealth Management first reported a position in SAM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.29M in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • BCGM Wealth Management held 10,247 shares of Boston Beer worth $1.81M as of Q2 2026.
  • BCGM Wealth Management bought 303 Boston Beer shares in Q2 2026, an estimated $61.5K.
  • Boston Beer made up 0.38% of BCGM Wealth Management's portfolio in Q2 2026, its #64 holding.
  • BCGM Wealth Management first reported a position in Boston Beer in Q2 2025 and has held it in 5 quarters since.
  • BCGM Wealth Management's Boston Beer position peaked at $2.29M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.