Position in SAM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,814,026
-$477,071 QoQ
Shares Held
10,247
+3.0% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#80
of 329 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026BCGM Wealth Management, LLC holds $1,814,026 across 1 Beverages - Brewers name. SAM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
This page
|
10,247 | $1,814,026 |
All Filings in SAM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,814,026 | 10,247 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,291,097 | 9,944 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,874,223 | 9,605 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,006,587 | 9,491 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $678,329 | 3,555 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||