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Pension & Wealth Management Advisors’s Boston Beer SAM Stock Holding History

Pension & Wealth Management 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
Q3 		– Sell
-5
Closed -$954 – 569
2025
Q2 		$954 Buy
+5
New +$1.15K ﹤0.01% 462

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pension & Wealth Management Advisors's SAM Position: Q3 2025 in Review

Pension & Wealth Management Advisors sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 5 shares — an estimated $954 sold.

Pension & Wealth Management Advisors first reported a position in SAM in Q2 2025 and held it in 1 quarter. The position peaked at $954 in Q2 2025. 356 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

  • Pension & Wealth Management Advisors reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 5 Boston Beer shares in Q3 2025, an estimated $954.
  • Pension & Wealth Management Advisors first reported a position in Boston Beer in Q2 2025 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Boston Beer position peaked at $954 in Q2 2025.
  • 356 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2025, filed 7 Aug 2026.