Camelot Portfolios’s Boston Beer SAM Stock Holding History

Camelot Portfolios’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
2022 Q1	–	Sell	-1,000	Closed	-$12K	–	255
2021 Q4	$12K	Buy	+1,000	New	+$499K	﹤0.01%	252

Other funds holding SAM

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

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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

SFCM

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

BWM

BCGM Wealth Management Lafayette, Indiana $473M AUM 19.65% 1-Year Est. Return

Camelot Portfolios's SAM Position: Q2 2026 in Review

Camelot Portfolios sold out of Boston Beer (SAM) in Q2 2026, closing a stake of 900 shares — an estimated $207K sold.

Camelot Portfolios first reported a position in SAM in Q3 2021 and held it in 14 quarters. The position peaked at $779K in Q2 2022. 140 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Camelot Portfolios reported no remaining Boston Beer position as of Q2 2026 after selling out during the quarter.
Camelot Portfolios sold 900 Boston Beer shares in Q2 2026, an estimated $207K.
Camelot Portfolios first reported a position in Boston Beer in Q3 2021 and held it in 14 quarters.
Camelot Portfolios's Boston Beer position peaked at $779K in Q2 2022.
140 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.