Exit Wealth Advisors’s Boston Beer SAM Stock Holding History

Exit Wealth 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 Q1	–	Sell	-6,243	Closed	-$1.22M	–	150
2025 Q4	$1.22M	Buy	6,243 +4,571	+273%	+$943K	0.72%	35
2025 Q3	$353K	Buy	+1,672	New	+$356K	0.24%	95

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Exit Wealth Advisors's SAM Position: Q1 2026 in Review

Exit Wealth Advisors sold out of Boston Beer (SAM) in Q1 2026, closing a stake of 6,243 shares — an estimated $1.22M sold.

Exit Wealth Advisors first reported a position in SAM in Q3 2025 and held it in 2 quarters. The position peaked at $1.22M in Q4 2025. 369 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

Exit Wealth Advisors reported no remaining Boston Beer position as of Q1 2026 after selling out during the quarter.
Exit Wealth Advisors sold 6,243 Boston Beer shares in Q1 2026, an estimated $1.22M.
Exit Wealth Advisors first reported a position in Boston Beer in Q3 2025 and held it in 2 quarters.
Exit Wealth Advisors's Boston Beer position peaked at $1.22M in Q4 2025.
369 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Exit Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.