RAFFA WEALTH MANAGEMENT, LLC’s Boston Beer SAM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$531	Buy	3 +2	+200%	+$406	﹤0.01%	1174
2026 Q1	$230	Hold	1	–	–	﹤0.01%	1153
2025 Q4	$195	Hold	1	–	–	﹤0.01%	1135
2025 Q3	$211	Hold	1	–	–	﹤0.01%	1144
2025 Q2	$191	Hold	1	–	–	﹤0.01%	1078
2025 Q1	$239	Hold	1	–	–	﹤0.01%	1037
2024 Q4	$300	Hold	1	–	–	﹤0.01%	1058
2024 Q3	$289	Hold	1	–	–	﹤0.01%	1038
2024 Q2	$305	Hold	1	–	–	﹤0.01%	1099
2024 Q1	$304	Hold	1	–	–	﹤0.01%	1079
2023 Q4	$346	Hold	1	–	–	﹤0.01%	1007
2023 Q3	$390	Hold	1	–	–	﹤0.01%	981
2023 Q2	$308	Hold	1	–	–	﹤0.01%	1008
2023 Q1	$329	Hold	1	–	–	﹤0.01%	1007
2022 Q4	$330	Hold	1	–	–	﹤0.01%	995
2022 Q3	$324	Hold	1	–	–	﹤0.01%	1098
2022 Q2	$303	Hold	1	–	–	﹤0.01%	1080
2022 Q1	$388	Hold	1	–	–	﹤0.01%	1080
2021 Q4	$505	Hold	1	–	–	﹤0.01%	1047
2021 Q3	$510	Hold	1	–	–	﹤0.01%	1044
2021 Q2	$1.02K	Sell	1 -2	-67%	-$2.25K	﹤0.01%	823
2021 Q1	$3.62K	Hold	3	–	–	﹤0.01%	480
2020 Q4	$2.98K	Hold	3	–	–	﹤0.01%	456
2020 Q3	$2.65K	Hold	3	–	–	﹤0.01%	429
2020 Q2	$1.61K	Hold	3	–	–	﹤0.01%	526
2020 Q1	$1.1K	Sell	3 -2	-40%	-$742	﹤0.01%	565
2019 Q4	$1.89K	Hold	5	–	–	﹤0.01%	412
2019 Q3	$1.82K	Buy	+5	New	+$1.97K	﹤0.01%	414
2019 Q2	–	Sell	-5	Closed	-$1.47K	–	1264
2019 Q1	$1.47K	Hold	5	–	–	﹤0.01%	423
2018 Q4	$1.2K	Hold	5	–	–	﹤0.01%	465
2018 Q3	$1.44K	Hold	5	–	–	﹤0.01%	459
2018 Q2	$1.5K	Hold	5	–	–	﹤0.01%	427
2018 Q1	$945	Buy	+5	New	+$920	﹤0.01%	591
2017 Q3	–	Sell	-6	Closed	-$793	–	369
2017 Q2	$793	Hold	6	–	–	﹤0.01%	377
2017 Q1	$868	Hold	6	–	–	﹤0.01%	341
2016 Q4	$1.02K	Hold	6	–	–	﹤0.01%	431
2016 Q3	$932	Buy	+6	New	+$1.05K	﹤0.01%	437

Other funds holding SAM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

SFCM

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

FCMC

Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SAM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Boston Beer (SAM) stake by 200% in Q2 2026, buying an estimated $406 and bringing the position to 3 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SAM in Q3 2016 and has held it in 37 quarters since. The position peaked at $3.62K in Q1 2021. 78 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3 shares of Boston Beer worth $531 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2 Boston Beer shares in Q2 2026, an estimated $406.
Boston Beer made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1174 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Boston Beer in Q3 2016 and has held it in 37 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Boston Beer position peaked at $3.62K in Q1 2021.
78 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.