EWM
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Empirical Wealth Management’s Boston Beer SAM Stock Holding History

Empirical 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 		– Sell
-2,019
Closed -$465K – 1099
2026
Q1 		$465K Buy
+2,019
New +$454K 0.01% 592

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Empirical Wealth Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 2,019 shares — an estimated $465K sold.

Empirical Wealth Management first reported a position in SAM in Q1 2026 and held it in 1 quarter. The position peaked at $465K in Q1 2026. 30 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Empirical Wealth Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 2,019 Boston Beer shares in Q2 2026, an estimated $465K.
  • Empirical Wealth Management first reported a position in Boston Beer in Q1 2026 and held it in 1 quarter.
  • Empirical Wealth Management's Boston Beer position peaked at $465K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.