Physician Wealth Advisors’s Boston Beer SAM Stock Holding History

Physician 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
2026 Q3	$493	Sell	3 -16	-84%	-$2.84K	﹤0.01%	2255
2026 Q2	$3.36K	Buy	19 +6	+46%	+$1.22K	﹤0.01%	1277
2026 Q1	$3K	Buy	13 +11	+550%	+$2.47K	﹤0.01%	1181
2025 Q4	$391	Sell	2 -11	-85%	-$2.27K	﹤0.01%	1957
2025 Q3	$2.75K	Buy	13 +9	+225%	+$1.92K	﹤0.01%	1093
2025 Q2	$764	Hold	4	–	–	﹤0.01%	1574
2025 Q1	$956	Buy	+4	New	+$974	﹤0.01%	1105

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

Physician Wealth Advisors's SAM Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Boston Beer (SAM) stake by 84% in Q3 2026, selling an estimated $2.84K and leaving 3 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Physician Wealth Advisors first reported a position in SAM in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.36K in Q2 2026. 59 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

Physician Wealth Advisors held 3 shares of Boston Beer worth $493 as of Q3 2026.
Physician Wealth Advisors sold 16 Boston Beer shares in Q3 2026, an estimated $2.84K.
Boston Beer made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2255 holding.
Physician Wealth Advisors first reported a position in Boston Beer in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Boston Beer position peaked at $3.36K in Q2 2026.
59 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.