West Branch Capital’s Boston Beer SAM Stock Holding History

West Branch Capital’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	$8.85K	Hold	50	–	–	﹤0.01%	241
2026 Q1	$11.5K	Hold	50	–	–	﹤0.01%	220
2025 Q4	$9.76K	Hold	50	–	–	﹤0.01%	266
2025 Q3	$10.6K	Hold	50	–	–	﹤0.01%	267
2025 Q2	$9.54K	Hold	50	–	–	﹤0.01%	277
2025 Q1	$11.9K	Hold	50	–	–	﹤0.01%	264
2024 Q4	$15K	Hold	50	–	–	﹤0.01%	239
2024 Q3	$14.5K	Hold	50	–	–	0.01%	245
2024 Q2	$15.3K	Hold	50	–	–	0.01%	241
2024 Q1	$15.2K	Hold	50	–	–	0.01%	244
2023 Q4	$17.3K	Hold	50	–	–	0.01%	237
2023 Q3	$19.5K	Hold	50	–	–	0.01%	225
2023 Q2	$15.4K	Hold	50	–	–	0.01%	247
2023 Q1	$16.4K	Hold	50	–	–	0.01%	248
2022 Q4	$16.5K	Hold	50	–	–	0.01%	241
2022 Q3	$16K	Hold	50	–	–	0.01%	246
2022 Q2	$15K	Hold	50	–	–	0.01%	248
2022 Q1	$19K	Hold	50	–	–	0.01%	246
2021 Q4	$25K	Hold	50	–	–	0.01%	248
2021 Q3	$25K	Hold	50	–	–	0.01%	234
2021 Q2	$51K	Buy	+50	New	+$56.1K	0.03%	195

Other funds holding SAM

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

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return