SAM — BOSTON BEER INC

Ownership history in BCGM Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BCGM Wealth Management, LLC reported a position in BOSTON BEER INC (SAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.52% (2025 Q3)
Avg. % of fund
0.4%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,605 +114 +1.2% 0.48% $1.9M $195.13
2025 Q3 ADDED 9,491 +5,936 +167.0% 0.52% $2.0M $211.42
2025 Q2 INITIATED 3,555 — — 0.19% $678K $190.81
% of Fund (quarterly)    SAM price (monthly, adj. close)

Other funds also holding SAM

As of 2025 Q4 — sorted by position size

RK Asset Management, LLC 3Y 7Y 3.68% Woodson Capital Management, LP 3Y 7Y 2.7% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 2.06% Savoir Faire Capital Management, L.P. 2.01% Monaco Asset Management SAM 3Y 1.82% Crawford Fund Management, LLC 1.58% Global Alpha Capital Management Ltd. 3Y 7Y 1.46% SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3Y 7Y 1.29% Eschler Asset Management LLP 3Y 0.61% Tejara Capital Ltd 3Y 0.32%
← Back to BCGM Wealth Management, LLC Holdings