Back to SAM

Wernau Asset Management Inc. → SAM

Wernau Asset Management Inc. SAM Position History

The Boston Beer Company, Inc. • Consumer Defensive

Quarters held
5
Latest value
$410K
Q3 2026
Peak value
$576K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$529K
Q4 2025$488K
Q1 2026$576K
Q2 2026$443K
Q3 2026$410K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$410K2.5K——
Q2 2026$443K2.5K——
Q1 2026$576K2.5K——
Q4 2025$488K2.5K——
Q3 2025$529K2.5K——

Other funds holding SAM

Other Wernau Asset Management Inc. positions

AAPL

APPLE INC

$29.8M
AAPL

APPLE INC

$26.3M
AAPL

APPLE INC

$25.5M
AAPL

APPLE INC

$24M
AAPL

APPLE INC

$23.8M
SPY

STATE STR SPDR S&P 500 ETF T

$12.8M
SPY

STATE STR SPDR S&P 500 ETF T

$12.6M
SPY

SPDR S&P 500 ETF TR

$11.6M