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Spire Wealth Management’s Boston Beer SAM Stock Holding History

Spire Wealth Management’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
-3
Closed -$691 – 2357
2026
Q1 		$691 Hold
3
– – ﹤0.01% 2200
2025
Q4 		$585 Buy
+3
New +$619 ﹤0.01% 2267
2025
Q3 		– Sell
-101
Closed -$19.3K – 2468
2025
Q2 		$19.3K Buy
+101
New +$23.2K ﹤0.01% 1529
2023
Q2 		– Sell
-4
Closed -$1.31K – 2516
2023
Q1 		$1.31K Sell
4
-3
-43% -$1.03K ﹤0.01% 2352
2022
Q4 		$2K Buy
+7
New +$2.54K ﹤0.01% 2096
2022
Q2 		– Sell
-208
Closed -$81K – 2815
2022
Q1 		$81K Hold
208
– – ﹤0.01% 1250
2021
Q4 		$105K Sell
208
-238
-53% -$119K ﹤0.01% 1384
2021
Q3 		$227K Buy
446
+120
+37% +$81.6K 0.01% 870
2021
Q2 		$333K Buy
326
+200
+159% +$224K 0.01% 735
2021
Q1 		$152K Buy
+126
New +$132K ﹤0.01% 1187

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Spire Wealth Management's SAM Position: Q2 2026 in Review

Spire Wealth Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 3 shares — an estimated $691 sold.

Spire Wealth Management first reported a position in SAM in Q1 2021 and held it in 10 quarters. The position peaked at $333K in Q2 2021. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Spire Wealth Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 3 Boston Beer shares in Q2 2026, an estimated $691.
  • Spire Wealth Management first reported a position in Boston Beer in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Boston Beer position peaked at $333K in Q2 2021.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.