Cedar Mountain Advisors
SAM icon

Cedar Mountain Advisors’s Boston Beer SAM Stock Holding History

Cedar Mountain 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
Q3 		$3.28K Hold
20
– – ﹤0.01% 742
2026
Q2 		$3.54K Hold
20
– – ﹤0.01% 778
2026
Q1 		$4.61K Buy
+20
New +$4.5K ﹤0.01% 682

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wernau Asset Management
Wernau Asset Management Gloucester, Massachusetts $217M AUM 20.13% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cedar Mountain Advisors's SAM Position: Q3 2026 in Review

Cedar Mountain Advisors held its Boston Beer (SAM) position steady in Q3 2026 at 20 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Cedar Mountain Advisors first reported a position in SAM in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.61K in Q1 2026. 39 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Cedar Mountain Advisors held 20 shares of Boston Beer worth $3.28K as of Q3 2026.
  • Cedar Mountain Advisors left its Boston Beer share count unchanged in Q3 2026.
  • Boston Beer made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #742 holding.
  • Cedar Mountain Advisors first reported a position in Boston Beer in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Boston Beer position peaked at $4.61K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.