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
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 $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Callan Family Office's SAM Position: Q1 2026 in Review

Callan Family Office increased its Boston Beer (SAM) stake by 0.05% in Q1 2026, buying an estimated $225 and bringing the position to 1,829 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #822.

Callan Family Office first reported a position in SAM in Q4 2025 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • Callan Family Office held 1,829 shares of Boston Beer worth $421K as of Q1 2026.
  • Callan Family Office bought 1 Boston Beer share in Q1 2026, an estimated $225.
  • Boston Beer made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #822 holding.
  • Callan Family Office first reported a position in Boston Beer in Q4 2025 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.