Calamos Wealth Management’s Boston Beer SAM Stock Holding History

Calamos Wealth Management’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,385	Closed	-$319K	–	565
2026 Q1	$319K	Buy	+1,385	New	+$311K	0.01%	367

Other funds holding SAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Calamos Wealth Management's SAM Position: Q2 2026 in Review

Calamos Wealth Management sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 1,385 shares — an estimated $319K sold.

Calamos Wealth Management first reported a position in SAM in Q1 2026 and held it in 1 quarter. The position peaked at $319K in Q1 2026. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Calamos Wealth Management reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
Calamos Wealth Management sold 1,385 Boston Beer shares in Q2 2026, an estimated $319K.
Calamos Wealth Management first reported a position in Boston Beer in Q1 2026 and held it in 1 quarter.
Calamos Wealth Management's Boston Beer position peaked at $319K in Q1 2026.
331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.