Empirical Wealth Management
SAM icon

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
Q3 		$219K Buy
+1,338
New +$237K ﹤0.01% 1069
2026
Q2 		– Sell
-2,019
Closed -$465K – 1099
2026
Q1 		$465K Buy
+2,019
New +$454K 0.01% 592

Other funds holding SAM

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Empirical Wealth Management's SAM Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in Boston Beer (SAM) in Q3 2026: 1,338 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in SAM as recently as Q1 2026.

Empirical Wealth Management first reported a position in SAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $465K in Q1 2026. 85 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Empirical Wealth Management held 1,338 shares of Boston Beer worth $219K as of Q3 2026.
  • Boston Beer was a new Empirical Wealth Management position in Q3 2026.
  • Boston Beer made up ﹤0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #1069 holding.
  • Empirical Wealth Management first reported a position in Boston Beer in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Boston Beer position peaked at $465K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.