SWP
SAM icon

Semus Wealth Partners’s Boston Beer SAM Stock Holding History

Semus Wealth Partners’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
Q1 		– Sell
-831
Closed -$249K – 122
2024
Q4 		$249K Sell
831
-200
-19% -$60.4K 0.17% 91
2024
Q3 		$298K Hold
1,031
– – 0.21% 89
2024
Q2 		$315K Buy
1,031
+200
+24% +$57.3K 0.24% 79
2024
Q1 		$253K Buy
831
+200
+32% +$66.7K 0.21% 103
2023
Q4 		$218K Sell
631
-2,419
-79% -$848K 0.18% 114
2023
Q3 		$1.19M Hold
3,050
– – 1.11% 16
2023
Q2 		$941K Sell
3,050
-300
-9% -$96.5K 0.86% 20
2023
Q1 		$1.1M Buy
3,350
+700
+26% +$241K 1.18% 12
2022
Q4 		$873K Buy
+2,650
New +$961K 1.06% 20

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Semus Wealth Partners's SAM Position: Q1 2025 in Review

Semus Wealth Partners sold out of Boston Beer (SAM) in Q1 2025, closing a stake of 831 shares — an estimated $249K sold.

Semus Wealth Partners first reported a position in SAM in Q4 2022 and held it in 9 quarters. The position peaked at $1.19M in Q3 2023. 326 funds tracked by Wall St. Rank hold SAM as of Q1 2025.

  • Semus Wealth Partners reported no remaining Boston Beer position as of Q1 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 831 Boston Beer shares in Q1 2025, an estimated $249K.
  • Semus Wealth Partners first reported a position in Boston Beer in Q4 2022 and held it in 9 quarters.
  • Semus Wealth Partners's Boston Beer position peaked at $1.19M in Q3 2023.
  • 326 funds tracked by Wall St. Rank held Boston Beer as of Q1 2025.

Based on Semus Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.