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Oakworth Capital, Inc. SAM Position History
The Boston Beer Company, Inc. • Consumer Defensive
Quarters held
5
Latest value
$55K
Q3 2026
Peak value
$77K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $70K |
| Q4 2025 | $65K |
| Q1 2026 | $77K |
| Q2 2026 | $59K |
| Q3 2026 | $55K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $55K | 333 | — | — |
| Q2 2026 | $59K | 333 | — | — |
| Q1 2026 | $77K | 333 | — | — |
| Q4 2025 | $65K | 333 | — | — |
| Q3 2025 | $70K | 333 | — | — |
Other funds holding SAM
$203.6M
$191.4M
$188.6M
$170.8M
$153.1M
$149.4M
$142.5M
Other Oakworth Capital, Inc. positions
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$101.2MISHARES RUSSELL 1000 GROWTH
ETHA
$99.3MISHARES RUSSELL 1000 VALUE (MKT)