Meriwether Wealth & Planning’s Boston Beer SAM Stock Holding History

Meriwether Wealth & Planning’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	$820	Buy	+5	New	+$887	﹤0.01%	742

Other funds holding SAM

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

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Founders Capital Management (Connecticut) East Hartford, Connecticut $684M AUM 20.91% 1-Year Est. Return

Meriwether Wealth & Planning's SAM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Boston Beer (SAM) in Q3 2026: 5 shares worth $820. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

59 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

Meriwether Wealth & Planning held 5 shares of Boston Beer worth $820 as of Q3 2026.
Boston Beer was a new Meriwether Wealth & Planning position in Q3 2026.
Boston Beer made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #742 holding.
59 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.