EWP
SAM icon

Elevation Wealth Partners’s Boston Beer SAM Stock Holding History

Elevation Wealth Partners’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 		$7.22K Buy
44
+29
+193% +$5.14K ﹤0.01% 1011
2026
Q2 		$2.66K Buy
15
+8
+114% +$1.62K ﹤0.01% 1157
2026
Q1 		$1.61K Buy
+7
New +$1.57K ﹤0.01% 941
2025
Q3 		– Sell
-20
Closed -$3.82K – 879
2025
Q2 		$3.82K Hold
20
– – ﹤0.01% 416
2025
Q1 		$4.78K Hold
20
– – ﹤0.01% 404
2024
Q4 		$6K Hold
20
– – ﹤0.01% 402
2024
Q3 		$5.78K Hold
20
– – ﹤0.01% 384
2024
Q2 		$6.1K Hold
20
– – ﹤0.01% 372
2024
Q1 		$6.09K Hold
20
– – ﹤0.01% 381
2023
Q4 		$7.79K Hold
20
– – ﹤0.01% 349
2023
Q3 		$7.79K Hold
20
– – 0.01% 255
2023
Q2 		$6.17K Hold
20
– – 0.01% 274
2023
Q1 		$6.57K Buy
+20
New +$6.88K 0.01% 279

Other funds holding SAM

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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's SAM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Boston Beer (SAM) stake by 193% in Q3 2026, buying an estimated $5.14K and bringing the position to 44 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Elevation Wealth Partners first reported a position in SAM in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.79K in Q4 2023. 10 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Elevation Wealth Partners held 44 shares of Boston Beer worth $7.22K as of Q3 2026.
  • Elevation Wealth Partners bought 29 Boston Beer shares in Q3 2026, an estimated $5.14K.
  • Boston Beer made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1011 holding.
  • Elevation Wealth Partners first reported a position in Boston Beer in Q1 2023 and has held it in 13 quarters since.
  • Elevation Wealth Partners's Boston Beer position peaked at $7.79K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.