CFO
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Callan Family Office’s Boston Beer SAM Stock Holding History

Callan Family Office’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 		$417K Buy
2,353
+524
+29% +$106K 0.01% 877
2026
Q1 		$421K Buy
1,829
+1
+0.1% +$225 0.01% 822
2025
Q4 		$357K Buy
+1,828
New +$377K 0.01% 875

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Callan Family Office's SAM Position: Q2 2026 in Review

Callan Family Office increased its Boston Beer (SAM) stake by 29% in Q2 2026, buying an estimated $106K and bringing the position to 2,353 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #877.

Callan Family Office first reported a position in SAM in Q4 2025 and has held it in 3 quarters since. The position peaked at $421K in Q1 2026. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Callan Family Office held 2,353 shares of Boston Beer worth $417K as of Q2 2026.
  • Callan Family Office bought 524 Boston Beer shares in Q2 2026, an estimated $106K.
  • Boston Beer made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #877 holding.
  • Callan Family Office first reported a position in Boston Beer in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Boston Beer position peaked at $421K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.