Golden State Wealth Management’s Boston Beer SAM Stock Holding History

Golden State 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
2025 Q4	–	Sell	-10	Closed	-$2.11K	–	1746
2025 Q3	$2.11K	Hold	10	–	–	﹤0.01%	1386
2025 Q2	$1.91K	Hold	10	–	–	﹤0.01%	1361
2025 Q1	$2.39K	Hold	10	–	–	﹤0.01%	1289
2024 Q4	$3K	Buy	+10	New	+$3.02K	﹤0.01%	1202
2020 Q2	–	Sell	-10	Closed	-$4K	–	784
2020 Q1	$4K	Buy	+10	New	+$3.71K	﹤0.01%	787
2019 Q4	–	Sell	-101	Closed	-$37K	–	747
2019 Q3	$37K	Buy	101 +91	+910%	+$35.8K	0.01%	493
2019 Q2	$3K	Hold	10	–	–	﹤0.01%	948
2019 Q1	$3K	Buy	+10	New	+$2.73K	﹤0.01%	992

Other funds holding SAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

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

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

Golden State Wealth Management's SAM Position: Q4 2025 in Review

Golden State Wealth Management sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 10 shares — an estimated $2.11K sold.

Golden State Wealth Management first reported a position in SAM in Q1 2019 and held it in 8 quarters. The position peaked at $37K in Q3 2019. 348 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

Golden State Wealth Management reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 10 Boston Beer shares in Q4 2025, an estimated $2.11K.
Golden State Wealth Management first reported a position in Boston Beer in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's Boston Beer position peaked at $37K in Q3 2019.
348 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.