Accurate Wealth Management’s Cal-Maine CALM Stock Holding History

Accurate Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,881	Closed	-$212K	–	539
2025 Q4	$212K	Sell	2,881 -1,236	-30%	-$109K	0.03%	483
2025 Q3	$384K	Sell	4,117 -3,442	-46%	-$368K	0.05%	345
2025 Q2	$761K	Sell	7,559 -4,699	-38%	-$449K	0.12%	190
2025 Q1	$1.21M	Sell	12,258 -1,384	-10%	-$137K	0.23%	102
2024 Q4	$1.39M	Sell	13,642 -19	-0.1%	-$1.79K	0.27%	94
2024 Q3	$1.26M	Sell	13,661 -302	-2%	-$20.9K	0.25%	95
2024 Q2	$876K	Buy	13,963 +1,242	+10%	+$73.7K	0.21%	103
2024 Q1	$764K	Buy	12,721 +4,509	+55%	+$257K	0.22%	102
2023 Q4	$445K	Buy	8,212 +3,630	+79%	+$179K	0.14%	153
2023 Q3	$209K	Buy	+4,582	New	+$213K	0.07%	253
2023 Q1	–	Sell	-112	Closed	-$6K	–	419
2022 Q4	$6K	Buy	+112	New	+$6.48K	﹤0.01%	977

Other funds holding CALM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return