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Medallion Wealth Advisors’s Boston Beer SAM Stock Holding History

Medallion 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
2025
Q4 		– Sell
-57
Closed -$12.1K – 1140
2025
Q3 		$12.1K Hold
57
– – ﹤0.01% 719
2025
Q2 		$11.4K Sell
57
-5
-8% -$1.15K ﹤0.01% 724
2025
Q1 		$15.1K Buy
62
+5
+9% +$1.22K 0.01% 621
2024
Q4 		$17.1K Buy
+57
New +$17.2K 0.01% 584

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Medallion Wealth Advisors's SAM Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 57 shares — an estimated $12.1K sold.

Medallion Wealth Advisors first reported a position in SAM in Q4 2024 and held it in 4 quarters. The position peaked at $17.1K in Q4 2024. 346 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 57 Boston Beer shares in Q4 2025, an estimated $12.1K.
  • Medallion Wealth Advisors first reported a position in Boston Beer in Q4 2024 and held it in 4 quarters.
  • Medallion Wealth Advisors's Boston Beer position peaked at $17.1K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.