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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Boston Beer SAM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q3 		– Sell
-5
Closed -$954 – 569
2025
Q2 		$954 Buy
+5
New +$1.15K ﹤0.01% 462

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SAM Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 5 shares — an estimated $954 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SAM in Q2 2025 and held it in 1 quarter. The position peaked at $954 in Q2 2025. 356 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 Boston Beer shares in Q3 2025, an estimated $954.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Boston Beer in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Boston Beer position peaked at $954 in Q2 2025.
  • 356 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.