MFG
SAM icon

Merit Financial Group’s Boston Beer SAM Stock Holding History

Merit Financial Group’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
Q2 		– Sell
-1,834
Closed -$423K – 2432
2026
Q1 		$423K Buy
1,834
+231
+14% +$51.9K ﹤0.01% 1464
2025
Q4 		$313K Sell
1,603
-1,154
-42% -$238K ﹤0.01% 1544
2025
Q3 		$583K Buy
+2,757
New +$587K 0.01% 1093
2025
Q1 		– Sell
-1,448
Closed -$434K – 1433
2024
Q4 		$434K Buy
+1,448
New +$437K 0.01% 771

Other funds holding SAM

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Merit Financial Group's SAM Position: Q2 2026 in Review

Merit Financial Group sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,834 shares — an estimated $423K sold.

Merit Financial Group first reported a position in SAM in Q4 2024 and held it in 4 quarters. The position peaked at $583K in Q3 2025. 30 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Merit Financial Group reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 1,834 Boston Beer shares in Q2 2026, an estimated $423K.
  • Merit Financial Group first reported a position in Boston Beer in Q4 2024 and held it in 4 quarters.
  • Merit Financial Group's Boston Beer position peaked at $583K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.