Back to SAM
SAGE PRIVATE WEALTH GROUP, LLC → SAM
SAGE PRIVATE WEALTH GROUP, LLC SAM Position History
The Boston Beer Company, Inc. • Consumer Defensive
Quarters held
5
Latest value
$276K
Q3 2026
Peak value
$330K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $330K |
| Q4 2025 | $254K |
| Q1 2026 | $285K |
| Q2 2026 | $281K |
| Q3 2026 | $276K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $276K | 1.7K | — | — |
| Q2 2026 | $281K | 1.6K | — | — |
| Q1 2026 | $285K | 1.2K | — | — |
| Q4 2025 | $254K | 1.3K | — | — |
| Q3 2025 | $330K | 1.6K | — | — |
Other funds holding SAM
$203.6M
$191.4M
$188.6M
$170.8M
$153.1M
$149.4M
$142.5M
Other SAGE PRIVATE WEALTH GROUP, LLC positions
FPF
$27.5MFirst Trust - American Industrial Renaissance ETF
FPF
$23.1MFIRST TR EXCH TRD ALPHDX FD
FPF
$22.6MFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
FPF
$22.6MFIRST TR EXCHANGE TRADED FD
FPF
$21.9MFirst Trust - American Industrial Renaissance ETF
COF-PN
$20.2MCapital Group Dividend Value ETF
FPF
$19.5MFIRST TR EXCHANGE TRADED FD
BTCW
$19.5MWisdomTree