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Hemington Wealth Management’s Boston Beer SAM Stock Holding History

Hemington 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
Q3 		$5K Sell
25
-1
-4% -$213 ﹤0.01% 1142
2025
Q2 		$4K Buy
26
+4
+18% +$921 ﹤0.01% 1189
2025
Q1 		$5K Sell
22
-2
-8% -$487 ﹤0.01% 1071
2024
Q4 		$7K Buy
24
+3
+14% +$905 ﹤0.01% 913
2024
Q3 		$6K Buy
+21
New +$5.86K ﹤0.01% 895

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hemington Wealth Management's SAM Position: Q3 2025 in Review

Hemington Wealth Management reduced its Boston Beer (SAM) stake by 3.8% in Q3 2025, selling an estimated $213 and leaving 25 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Hemington Wealth Management first reported a position in SAM in Q3 2024 and has held it in 5 quarters since. The position peaked at $7K in Q4 2024. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

  • Hemington Wealth Management held 25 shares of Boston Beer worth $5K as of Q3 2025.
  • Hemington Wealth Management sold 1 Boston Beer share in Q3 2025, an estimated $213.
  • Boston Beer made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1142 holding.
  • Hemington Wealth Management first reported a position in Boston Beer in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Boston Beer position peaked at $7K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.