GAMMA Investing’s Boston Beer SAM Stock Holding History

GAMMA Investing’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	$72.2K	Buy	440 +258	+142%	+$45.7K	﹤0.01%	2117
2026 Q2	$32.2K	Sell	182 -208	-53%	-$42.2K	﹤0.01%	2569
2026 Q1	$89.9K	Buy	390 +163	+72%	+$36.7K	﹤0.01%	1766
2025 Q4	$44.3K	Buy	227 +38	+20%	+$7.84K	﹤0.01%	2149
2025 Q3	$40K	Buy	189 +85	+82%	+$18.1K	﹤0.01%	2140
2025 Q2	$19.8K	Buy	104 +61	+142%	+$14K	﹤0.01%	2465
2025 Q1	$10.3K	Sell	43 -86	-67%	-$20.9K	﹤0.01%	2730
2024 Q4	$38.7K	Buy	129 +48	+59%	+$14.5K	﹤0.01%	1850
2024 Q3	$23.4K	Buy	81 +11	+16%	+$3.07K	﹤0.01%	2016
2024 Q2	$21.4K	Buy	70 +45	+180%	+$12.9K	﹤0.01%	1814
2024 Q1	$7.61K	Sell	25 -35	-58%	-$11.7K	﹤0.01%	2195
2023 Q4	$21K	Buy	+60	New	+$21K	0.01%	1478

Other funds holding SAM

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GAMMA Investing's SAM Position: Q3 2026 in Review

GAMMA Investing increased its Boston Beer (SAM) stake by 142% in Q3 2026, buying an estimated $45.7K and bringing the position to 440 shares worth $72.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

GAMMA Investing first reported a position in SAM in Q4 2023 and has held it in 12 quarters since. The position peaked at $89.9K in Q1 2026. 15 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

GAMMA Investing held 440 shares of Boston Beer worth $72.2K as of Q3 2026.
GAMMA Investing bought 258 Boston Beer shares in Q3 2026, an estimated $45.7K.
Boston Beer made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2117 holding.
GAMMA Investing first reported a position in Boston Beer in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Boston Beer position peaked at $89.9K in Q1 2026.
15 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.